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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 | $108,646 | $104,116+4.4% | $71,089+52.8% | $135,380-19.7% |
| Participation rate | 16.7% | 65.7%-49.0pp | 54.6%-38.0pp | 82.6%-66.0pp |
| Annual return | 1.20% | 1256.51%-1255.3pp | 650.65%-649.4pp | 519.81%-518.6pp |
| Employer contribution / active EE | $4,418 | $1,485+197.5% | $1,088+306.1% | $4,779-7.6% |
| Participant deferral / active EE | $3,583 | $2,524+42.0% | $1,873+91.4% | $5,609-36.1% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |