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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 | $185,674 | $166,268+11.7% | $165,100+12.5% | $145,897+27.3% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 12.04% | 100.52%-88.5pp | 70.21%-58.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,635 | $5,284-69.1% | $4,348-62.4% | $4,663-64.9% |
| Participant deferral / active EE | $2,386 | $6,964-65.7% | $6,035-60.5% | $6,689-64.3% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |