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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 | $154,502 | $166,268-7.1% | $165,100-6.4% | $145,897+5.9% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 13.03% | 100.52%-87.5pp | 70.21%-57.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,329 | $5,284-55.9% | $4,348-46.4% | $4,663-50.1% |
| Participant deferral / active EE | $3,864 | $6,964-44.5% | $6,035-36.0% | $6,689-42.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |