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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 | $155,396 | $73,421+111.7% | $66,439+133.9% | $155,188+0.1% |
| Participation rate | 20.0% | 79.7%-59.7pp | 74.5%-54.5pp | 80.8%-60.8pp |
| Annual return | 14.89% | 1382.37%-1367.5pp | 757.66%-742.8pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,600 | $3,039-47.3% | $2,637-39.3% | $4,248-62.3% |
| Participant deferral / active EE | $6,052 | $4,680+29.3% | $3,876+56.1% | $6,531-7.3% |
| Admin fee / account holder | $0 | $8,856-100.0% | $6,173-100.0% | $14,480-100.0% |