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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 | $167,030+4.2% | $135,768+28.2% | $155,188+12.2% |
| Participation rate | 63.2% | 76.2%-13.0pp | 71.1%-7.9pp | 80.8%-17.6pp |
| Annual return | 13.99% | 678.39%-664.4pp | 526.10%-512.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,215 | $4,132-70.6% | $3,394-64.2% | $4,248-71.4% |
| Participant deferral / active EE | $5,193 | $4,528+14.7% | $3,977+30.6% | $6,531-20.5% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |