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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 | $247,696 | $181,062+36.8% | $158,223+56.5% | $155,188+59.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 15.16% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $3,378 | $6,134-44.9% | $5,467-38.2% | $6,531-48.3% |
| Admin fee / account holder | $34 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |