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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 | $178,218 | $165,399+7.8% | $149,745+19.0% | $158,982+12.1% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 16.67% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $2,038 | $5,105-60.1% | $4,646-56.1% | $4,763-57.2% |
| Participant deferral / active EE | $4,611 | $7,183-35.8% | $6,843-32.6% | $5,983-22.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |