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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 | $168,336 | $129,737+29.8% | $119,126+41.3% | $154,746+8.8% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 19.16% | 379.08%-359.9pp | 282.11%-263.0pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,704 | $4,375-38.2% | $4,034-33.0% | $4,379-38.3% |
| Participant deferral / active EE | $9,400 | $5,842+60.9% | $5,318+76.8% | $6,730+39.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |