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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 | $90,253 | $88,815+1.6% | $81,882+10.2% | $145,897-38.1% |
| Participation rate | 22.2% | 75.1%-52.9pp | 72.4%-50.2pp | 80.3%-58.1pp |
| Annual return | 14.46% | 1033.75%-1019.3pp | 779.47%-765.0pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,449 | $3,086-53.1% | $2,916-50.3% | $4,663-68.9% |
| Participant deferral / active EE | $4,126 | $4,647-11.2% | $4,323-4.6% | $6,689-38.3% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |