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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 | $114,119+17.3% | $107,187+24.9% | $138,895-3.6% |
| Participation rate | 41.2% | 78.1%-36.9pp | 75.0%-33.8pp | 79.9%-38.7pp |
| Annual return | 19.89% | 273.21%-253.3pp | 204.55%-184.7pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,732 | $4,059-57.3% | $3,782-54.2% | $4,194-58.7% |
| Participant deferral / active EE | $3,451 | $5,538-37.7% | $5,096-32.3% | $6,396-46.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |