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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 | $160,465 | $157,304+2.0% | $141,197+13.6% | $152,909+4.9% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 34.22% | 64.34%-30.1pp | 71.41%-37.2pp | 345.46%-311.2pp |
| Employer contribution / active EE | $2,972 | $5,263-43.5% | $4,736-37.3% | $4,764-37.6% |
| Participant deferral / active EE | $6,625 | $7,111-6.8% | $6,710-1.3% | $5,851+13.2% |
| Admin fee / account holder | $33 | $12,126-99.7% | $10,265-99.7% | $11,601-99.7% |