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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 | $111,470 | $111,535-0.1% | $105,223+5.9% | $137,256-18.8% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 16.61% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,445 | $3,939-63.3% | $3,689-60.8% | $4,156-65.2% |
| Participant deferral / active EE | $2,719 | $5,500-50.6% | $5,072-46.4% | $6,407-57.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |