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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 | $181,379 | $183,539-1.2% | $155,556+16.6% | $145,897+24.3% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 13.86% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,147 | $5,315-78.4% | $4,675-75.5% | $4,663-75.4% |
| Participant deferral / active EE | $2,391 | $6,467-63.0% | $5,631-57.5% | $6,689-64.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |