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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 | $114,119+68.1% | $107,187+79.0% | $138,895+38.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 14.19% | 273.21%-259.0pp | 204.55%-190.4pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,618 | $4,059-60.1% | $3,782-57.2% | $4,194-61.4% |
| Participant deferral / active EE | $8,833 | $5,538+59.5% | $5,096+73.3% | $6,396+38.1% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |