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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 | $166,875 | $142,354+17.2% | $125,529+32.9% | $155,188+7.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.7%-8.1pp | 80.8%-14.1pp |
| Annual return | 11.02% | 306.06%-295.0pp | 202.56%-191.5pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,275 | $3,501-63.6% | $3,058-58.3% | $4,248-70.0% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |