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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 | $227,770 | $225,673+0.9% | $203,872+11.7% | $155,188+46.8% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 8.37% | 95.91%-87.5pp | 85.11%-76.7pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |