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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 | $164,761 | $183,592-10.3% | $155,567+5.9% | $145,959+12.9% |
| Participation rate | 57.1% | 82.7%-25.5pp | 78.2%-21.1pp | 80.3%-23.1pp |
| Annual return | 18.95% | 61.24%-42.3pp | 64.74%-45.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $1,747 | $5,315-67.1% | $4,674-62.6% | $4,661-62.5% |
| Participant deferral / active EE | $5,906 | $6,464-8.6% | $5,628+5.0% | $6,689-11.7% |
| Admin fee / account holder | $164 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |