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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 | $150,076 | $160,040-6.2% | $147,096+2.0% | $145,877+2.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 18.12% | 98.49%-80.4pp | 419.75%-401.6pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,600 | $5,289-69.8% | $4,936-67.6% | $4,663-65.7% |
| Participant deferral / active EE | $11,358 | $8,429+34.8% | $8,071+40.7% | $6,691+69.8% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |