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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 | $149,040+16.8% | $120,225+44.8% | $137,256+26.8% |
| Participation rate | 63.2% | 75.4%-12.3pp | 69.6%-6.4pp | 80.0%-16.8pp |
| Annual return | 13.99% | 605.68%-591.7pp | 439.23%-425.2pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,215 | $4,350-72.1% | $3,475-65.0% | $4,156-70.8% |
| Participant deferral / active EE | $5,193 | $4,655+11.6% | $3,999+29.9% | $6,407-19.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |