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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 | $155,366 | $162,136-4.2% | $152,301+2.0% | $154,746+0.4% |
| Participation rate | 0.0% | 84.1%-84.1pp | 82.4%-82.4pp | 80.7%-80.7pp |
| Annual return | 19.65% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,814 | $4,890-42.5% | $4,624-39.1% | $4,379-35.7% |
| Participant deferral / active EE | $30,996 | $8,341+271.6% | $8,004+287.3% | $6,730+360.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |