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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 | $126,557 | $103,392+22.4% | $87,104+45.3% | $152,897-17.2% |
| Participation rate | 57.1% | 79.4%-22.2pp | 76.9%-19.7pp | 82.5%-25.3pp |
| Annual return | 23.08% | 28.10%-5.0pp | 28.19%-5.1pp | 345.43%-322.3pp |
| Employer contribution / active EE | $2,114 | $3,221-34.4% | $2,521-16.2% | $4,764-55.6% |
| Participant deferral / active EE | $4,312 | $4,778-9.8% | $4,048+6.5% | $5,851-26.3% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |