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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 | $150,425 | $171,272-12.2% | $127,803+17.7% | $152,897-1.6% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.0%-62.3pp | 82.5%-65.8pp |
| Annual return | 17.05% | 23.54%-6.5pp | 26.14%-9.1pp | 345.43%-328.4pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |