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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% | $155,574+12.1% | $145,877+19.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 51.93% | 61.37%-9.4pp | 64.87%-12.9pp | 551.28%-499.4pp |
| Employer contribution / active EE | $3,709 | $5,317-30.2% | $4,676-20.7% | $4,663-20.5% |
| Participant deferral / active EE | $9,258 | $6,466+43.2% | $5,629+64.5% | $6,691+38.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |