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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 | $88,778+109.8% | $81,844+127.6% | $145,884+27.7% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 12.71% | 1033.03%-1020.3pp | 778.87%-766.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,950 | $3,087-36.8% | $2,916-33.1% | $4,662-58.2% |
| Participant deferral / active EE | $5,630 | $4,648+21.1% | $4,323+30.2% | $6,690-15.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |