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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 | $97,779 | $96,388+1.4% | $80,627+21.3% | $139,466-29.9% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 14.09% | 1352.08%-1338.0pp | 936.76%-922.7pp | 373.66%-359.6pp |
| Employer contribution / active EE | $3,625 | $3,260+11.2% | $2,723+33.1% | $4,754-23.8% |
| Participant deferral / active EE | $5,544 | $5,224+6.1% | $4,443+24.8% | $6,712-17.4% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |