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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 | $133,913 | $129,737+3.2% | $119,126+12.4% | $154,746-13.5% |
| Participation rate | 41.2% | 78.9%-37.7pp | 75.8%-34.6pp | 80.7%-39.5pp |
| Annual return | 19.89% | 379.08%-359.2pp | 282.11%-262.2pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,732 | $4,375-60.4% | $4,034-57.1% | $4,379-60.4% |
| Participant deferral / active EE | $3,451 | $5,842-40.9% | $5,318-35.1% | $6,730-48.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |