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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 | $174,079 | $162,529+7.1% | $130,788+33.1% | $154,746+12.5% |
| Participation rate | 63.2% | 75.9%-12.7pp | 70.1%-6.9pp | 80.7%-17.5pp |
| Annual return | 13.99% | 510.48%-496.5pp | 386.44%-372.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,215 | $4,447-72.7% | $3,558-65.8% | $4,379-72.2% |
| Participant deferral / active EE | $5,193 | $4,808+8.0% | $4,137+25.5% | $6,730-22.8% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |