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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 | $127,351 | $159,934-20.4% | $147,005-13.4% | $145,959-12.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.71% | 98.24%-82.5pp | 418.76%-403.1pp | 561.95%-546.2pp |
| Employer contribution / active EE | $2,215 | $5,287-58.1% | $4,934-55.1% | $4,661-52.5% |
| Participant deferral / active EE | $3,535 | $8,427-58.1% | $8,070-56.2% | $6,689-47.2% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |