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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 | $131,195 | $175,231-25.1% | $149,696-12.4% | $139,466-5.9% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 17.17% | 166.77%-149.6pp | 134.46%-117.3pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,089 | $5,478-61.9% | $4,821-56.7% | $4,754-56.1% |
| Participant deferral / active EE | $3,880 | $6,521-40.5% | $5,682-31.7% | $6,712-42.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |