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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 | $191,860 | $134,817+42.3% | $123,973+54.8% | $155,188+23.6% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 14.19% | 515.49%-501.3pp | 388.13%-373.9pp | 148.84%-134.7pp |
| Employer contribution / active EE | $1,618 | $4,425-63.4% | $4,126-60.8% | $4,248-61.9% |
| Participant deferral / active EE | $8,833 | $5,706+54.8% | $5,247+68.3% | $6,531+35.2% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |