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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 | $209,145 | $183,592+13.9% | $155,574+34.4% | $145,877+43.4% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 23.34% | 61.37%-38.0pp | 64.87%-41.5pp | 551.28%-527.9pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,582 | $6,466-29.1% | $5,629-18.6% | $6,691-31.5% |
| Admin fee / account holder | $137 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |