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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 | $152,583 | $196,972-22.5% | $182,262-16.3% | $198,609-23.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 19.07% | 158.27%-139.2pp | 140.60%-121.5pp | 202.70%-183.6pp |
| Employer contribution / active EE | $1,753 | $5,364-67.3% | $5,046-65.3% | $5,055-65.3% |
| Participant deferral / active EE | $12,426 | $8,643+43.8% | $8,276+50.1% | $6,977+78.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |