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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 | $111,535+20.1% | $105,223+27.3% | $137,256-2.4% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.9pp | 80.0%-38.8pp |
| Annual return | 19.89% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,732 | $3,939-56.0% | $3,689-53.0% | $4,156-58.3% |
| Participant deferral / active EE | $3,451 | $5,500-37.2% | $5,072-31.9% | $6,407-46.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |