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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 | $166,775 | $152,619+9.3% | $125,195+33.2% | $152,909+9.1% |
| Participation rate | 60.0% | 83.3%-23.3pp | 79.8%-19.8pp | 82.5%-22.5pp |
| Annual return | 20.69% | 54.85%-34.2pp | 43.79%-23.1pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,510 | $4,947-69.5% | $3,866-60.9% | $4,764-68.3% |
| Participant deferral / active EE | $5,790 | $5,869-1.3% | $4,937+17.3% | $5,851-1.1% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |