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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 | $158,788 | $99,079+60.3% | $78,002+103.6% | $273,972-42.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.5%-13.0pp | 83.0%-20.5pp |
| Annual return | 3.45% | 217.93%-214.5pp | 425.99%-422.5pp | 41.46%-38.0pp |
| Employer contribution / active EE | $2,694 | $3,308-18.6% | $2,470+9.0% | $4,869-44.7% |
| Participant deferral / active EE | $4,402 | $4,306+2.2% | $3,497+25.9% | $5,287-16.7% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |