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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 | $142,455 | $198,461-28.2% | $170,436-16.4% | $147,585-3.5% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 16.37% | 257.30%-240.9pp | 205.94%-189.6pp | 578.57%-562.2pp |
| Employer contribution / active EE | $1,616 | $6,184-73.9% | $5,433-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $3,166 | $5,629-43.8% | $4,939-35.9% | $5,439-41.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |