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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 | $191,602 | $157,276+21.8% | $141,177+35.7% | $152,885+25.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.65% | 64.33%-44.7pp | 71.40%-51.7pp | 345.39%-325.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,789 | $7,110-46.7% | $6,710-43.5% | $5,851-35.2% |
| Admin fee / account holder | $117 | $12,123-99.0% | $10,263-98.9% | $11,598-99.0% |