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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 | $150,707 | $106,905+41.0% | $84,020+79.4% | $152,885-1.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 20.88% | 105.00%-84.1pp | 71.31%-50.4pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,370 | $2,735-49.9% | $1,984-30.9% | $4,763-71.2% |
| Participant deferral / active EE | $3,775 | $4,012-5.9% | $3,239+16.6% | $5,851-35.5% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |