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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 | $160,638 | $111,878+43.6% | $93,727+71.4% | $145,897+10.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 8.24% | 204.28%-196.0pp | 133.83%-125.6pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,616 | $3,092-47.7% | $2,421-33.3% | $4,663-65.3% |
| Participant deferral / active EE | $3,575 | $4,920-27.3% | $4,417-19.1% | $6,689-46.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |