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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 | $120,261 | $160,070-24.9% | $147,117-18.3% | $145,897-17.6% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.2%-40.1pp | 80.3%-38.2pp |
| Annual return | 13.67% | 98.69%-85.0pp | 420.54%-406.9pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,958 | $5,285-62.9% | $4,932-60.3% | $4,663-58.0% |
| Participant deferral / active EE | $4,444 | $8,419-47.2% | $8,065-44.9% | $6,689-33.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |