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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 | $176,158 | $183,516-4.0% | $155,534+13.3% | $145,884+20.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 21.78% | 61.43%-39.6pp | 64.92%-43.1pp | 551.85%-530.1pp |
| Employer contribution / active EE | $1,745 | $5,315-67.2% | $4,675-62.7% | $4,662-62.6% |
| Participant deferral / active EE | $6,281 | $6,467-2.9% | $5,630+11.5% | $6,690-6.1% |
| Admin fee / account holder | $21 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |