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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 | $173,074 | $166,242+4.1% | $165,071+4.8% | $145,884+18.6% |
| Participation rate | 23.5% | 82.0%-58.5pp | 78.6%-55.1pp | 80.3%-56.8pp |
| Annual return | 10.35% | 100.44%-90.1pp | 70.17%-59.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,229 | $5,283-76.7% | $4,347-71.7% | $4,662-73.6% |
| Participant deferral / active EE | $3,912 | $6,964-43.8% | $6,035-35.2% | $6,690-41.5% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |