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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 | $186,276 | $88,710+110.0% | $81,783+127.8% | $145,959+27.6% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.71% | 1027.26%-1014.6pp | 775.05%-762.3pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,950 | $3,083-36.8% | $2,913-33.0% | $4,661-58.2% |
| Participant deferral / active EE | $5,630 | $4,645+21.2% | $4,320+30.3% | $6,689-15.8% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |