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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 | $176,455 | $125,184+41.0% | $105,607+67.1% | $145,884+21.0% |
| Participation rate | 57.1% | 77.6%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 14.55% | 225.00%-210.5pp | 116.11%-101.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,437 | $3,720-61.4% | $3,167-54.6% | $4,662-69.2% |
| Participant deferral / active EE | $7,380 | $5,714+29.2% | $5,011+47.3% | $6,690+10.3% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |