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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 | $185,812 | $169,336+9.7% | $129,384+43.6% | $145,884+27.4% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 12.00% | 14408.70%-14396.7pp | 9461.77%-9449.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,079 | $5,540-80.5% | $4,153-74.0% | $4,662-76.9% |
| Participant deferral / active EE | $4,430 | $4,985-11.1% | $4,166+6.3% | $6,690-33.8% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |