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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 | $211,517 | $197,819+6.9% | $155,789+35.8% | $125,388+68.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | 3.24% | 86.73%-83.5pp | 71.54%-68.3pp | 282.24%-279.0pp |
| Employer contribution / active EE | $1,329 | $4,850-72.6% | $3,839-65.4% | $4,866-72.7% |
| Participant deferral / active EE | $12,000 | $5,631+113.1% | $4,798+150.1% | $5,352+124.2% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |