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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 | $111,824 | $103,008+8.6% | $90,304+23.8% | $152,897-26.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 19.96% | 95.22%-75.3pp | 78.13%-58.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $960 | $3,139-69.4% | $2,855-66.4% | $4,764-79.8% |
| Participant deferral / active EE | $6,333 | $4,281+47.9% | $3,885+63.0% | $5,851+8.2% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |