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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 | $138,609 | $112,933+22.7% | $90,970+52.4% | $158,982-12.8% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 17.64% | 215.82%-198.2pp | 134.60%-117.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $1,717 | $2,893-40.7% | $2,122-19.1% | $4,763-63.9% |
| Participant deferral / active EE | $1,593 | $4,128-61.4% | $3,373-52.8% | $5,983-73.4% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |