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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 | $169,334 | $157,296+7.7% | $141,191+19.9% | $152,897+10.8% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 19.14% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $2,414 | $5,262-54.1% | $4,736-49.0% | $4,764-49.3% |
| Participant deferral / active EE | $3,909 | $7,111-45.0% | $6,710-41.7% | $5,851-33.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |