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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 | $192,342 | $202,440-5.0% | $169,390+13.5% | $139,466+37.9% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 14.60% | 532.36%-517.8pp | 406.07%-391.5pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,969 | $4,693-58.0% | $4,013-50.9% | $4,754-58.6% |
| Participant deferral / active EE | $2,747 | $6,940-60.4% | $6,222-55.9% | $6,712-59.1% |
| Admin fee / account holder | $5 | $10,722-100.0% | $9,015-99.9% | $11,409-100.0% |