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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 | $140,471 | $138,076+1.7% | $123,553+13.7% | $135,380+3.8% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.84% | 153.70%-152.9pp | 119.21%-118.4pp | 519.81%-519.0pp |
| Employer contribution / active EE | $8,932 | $5,152+73.4% | $4,628+93.0% | $4,779+86.9% |
| Participant deferral / active EE | $14,665 | $6,800+115.7% | $6,426+128.2% | $5,609+161.5% |
| Admin fee / account holder | $147 | $10,917-98.7% | $9,284-98.4% | $10,828-98.6% |