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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 | $184,621 | $165,381+11.6% | $149,730+23.3% | $158,966+16.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 34.57% | 348.29%-313.7pp | 276.70%-242.1pp | 302.95%-268.4pp |
| Employer contribution / active EE | $2,094 | $5,104-59.0% | $4,645-54.9% | $4,762-56.0% |
| Participant deferral / active EE | $4,519 | $7,182-37.1% | $6,843-34.0% | $5,983-24.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |