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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 | $146,032 | $165,361-11.7% | $149,715-2.5% | $158,950-8.1% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 27.90% | 348.24%-320.3pp | 276.66%-248.8pp | 302.91%-275.0pp |
| Employer contribution / active EE | $1,586 | $5,103-68.9% | $4,645-65.9% | $4,762-66.7% |
| Participant deferral / active EE | $6,231 | $7,182-13.2% | $6,842-8.9% | $5,983+4.2% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |