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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 | $207,397 | $183,592+13.0% | $155,567+33.3% | $145,959+42.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 31.35% | 61.24%-29.9pp | 64.74%-33.4pp | 561.95%-530.6pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $7,798 | $6,464+20.6% | $5,628+38.6% | $6,689+16.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |