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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 | $165,000 | $175,259-5.9% | $149,723+10.2% | $139,487+18.3% |
| Participation rate | 6.7% | 83.4%-76.7pp | 78.8%-72.1pp | 80.3%-73.7pp |
| Annual return | 11.49% | 166.82%-155.3pp | 134.50%-123.0pp | 373.84%-362.4pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |