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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 | $166,418 | $209,422-20.5% | $178,503-6.8% | $158,982+4.7% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 13.49% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,904 | $5,707-66.6% | $5,011-62.0% | $4,763-60.0% |
| Participant deferral / active EE | $3,738 | $5,955-37.2% | $5,202-28.2% | $5,983-37.5% |
| Admin fee / account holder | $3 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |