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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 | $153,913 | $168,635-8.7% | $147,617+4.3% | $125,389+22.7% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | 3.01% | 77.65%-74.6pp | 61.98%-59.0pp | 282.24%-279.2pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,266 | $5,507+13.8% | $4,895+28.0% | $5,352+17.1% |
| Admin fee / account holder | $4 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |