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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 | $128,116 | $109,372+17.1% | $89,414+43.3% | $158,966-19.4% |
| Participation rate | 61.5% | 74.3%-12.7pp | 68.0%-6.4pp | 82.0%-20.4pp |
| Annual return | 16.20% | 345.55%-329.4pp | 245.50%-229.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $2,399 | $3,171-24.4% | $2,586-7.2% | $4,762-49.6% |
| Participant deferral / active EE | $5,447 | $4,598+18.5% | $3,890+40.0% | $5,983-9.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |