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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 | $180,485 | $183,539-1.7% | $155,556+16.0% | $145,897+23.7% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.7pp | 80.3%-51.7pp |
| Annual return | 16.22% | 61.31%-45.1pp | 64.84%-48.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,460 | $5,315-72.5% | $4,675-68.8% | $4,663-68.7% |
| Participant deferral / active EE | $6,929 | $6,467+7.1% | $5,631+23.0% | $6,689+3.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |