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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 | $132,099+26.3% | $115,599+44.4% | $138,895+20.1% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.3%-7.6pp | 79.9%-13.3pp |
| Annual return | 11.02% | 176.76%-165.7pp | 111.10%-100.1pp | 145.39%-134.4pp |
| Employer contribution / active EE | $1,275 | $3,416-62.7% | $2,955-56.8% | $4,194-69.6% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |