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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 | $194,362 | $165,351+17.5% | $149,710+29.8% | $158,931+22.3% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 0.00% | 348.19%-348.2pp | 276.63%-276.6pp | 302.86%-302.9pp |
| Employer contribution / active EE | $1,091 | $5,103-78.6% | $4,645-76.5% | $4,761-77.1% |
| Participant deferral / active EE | $2,353 | $7,181-67.2% | $6,842-65.6% | $5,982-60.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |