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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,400 | $165,399-13.3% | $149,745-4.2% | $158,982-9.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 16.16% | 348.34%-332.2pp | 276.72%-260.6pp | 302.99%-286.8pp |
| Employer contribution / active EE | $1,888 | $5,105-63.0% | $4,646-59.4% | $4,763-60.4% |
| Participant deferral / active EE | $11,400 | $7,183+58.7% | $6,843+66.6% | $5,983+90.5% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |