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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 | $153,690 | $142,354+8.0% | $125,529+22.4% | $155,188-1.0% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.7%-49.7pp | 80.8%-55.8pp |
| Annual return | 180.50% | 306.06%-125.6pp | 202.56%-22.1pp | 148.84%+31.7pp |
| Employer contribution / active EE | $1,057 | $3,501-69.8% | $3,058-65.4% | $4,248-75.1% |
| Participant deferral / active EE | $2,255 | $5,491-58.9% | $4,813-53.1% | $6,531-65.5% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |