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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 | $134,915 | $112,131+20.3% | $95,964+40.6% | $158,982-15.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 21.52% | 171.19%-149.7pp | 91.64%-70.1pp | 302.99%-281.5pp |
| Employer contribution / active EE | $1,315 | $3,199-58.9% | $2,541-48.2% | $4,763-72.4% |
| Participant deferral / active EE | $8,658 | $4,784+81.0% | $4,167+107.8% | $5,983+44.7% |
| Admin fee / account holder | $120 | $10,136-98.8% | $6,797-98.2% | $11,252-98.9% |