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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 | $174,386 | $183,592-5.0% | $155,567+12.1% | $145,959+19.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 51.93% | 61.24%-9.3pp | 64.74%-12.8pp | 561.95%-510.0pp |
| Employer contribution / active EE | $3,709 | $5,315-30.2% | $4,674-20.7% | $4,661-20.4% |
| Participant deferral / active EE | $9,258 | $6,464+43.2% | $5,628+64.5% | $6,689+38.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |