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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 | $161,728 | $176,077-8.1% | $159,455+1.4% | $167,518-3.5% |
| Participation rate | 43.8% | 84.9%-41.2pp | 82.8%-39.1pp | 82.1%-38.4pp |
| Annual return | 21.04% | 331.83%-310.8pp | 263.63%-242.6pp | 478.71%-457.7pp |
| Employer contribution / active EE | $1,761 | $5,298-66.8% | $4,830-63.6% | $4,838-63.6% |
| Participant deferral / active EE | $4,479 | $7,751-42.2% | $7,353-39.1% | $6,342-29.4% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |