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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 | $137,420 | $134,817+1.9% | $123,973+10.8% | $155,188-11.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 21.61% | 515.49%-493.9pp | 388.13%-366.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,490 | $4,425-43.7% | $4,126-39.7% | $4,248-41.4% |
| Participant deferral / active EE | $4,456 | $5,706-21.9% | $5,247-15.1% | $6,531-31.8% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |