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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 | $191,738 | $176,105+8.9% | $159,474+20.2% | $167,536+14.4% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 12.79% | 331.91%-319.1pp | 263.68%-250.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $1,600 | $5,299-69.8% | $4,831-66.9% | $4,839-66.9% |
| Participant deferral / active EE | $10,400 | $7,751+34.2% | $7,353+41.4% | $6,342+64.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |