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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 | $187,073 | $138,072+35.5% | $123,549+51.4% | $135,382+38.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 0.19% | 153.69%-153.5pp | 119.20%-119.0pp | 519.77%-519.6pp |
| Employer contribution / active EE | $2,015 | $5,152-60.9% | $4,628-56.5% | $4,779-57.8% |
| Participant deferral / active EE | $16,288 | $6,799+139.6% | $6,426+153.5% | $5,609+190.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |