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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 | $177,164 | $88,672+99.8% | $105,223+68.4% | $82,448+114.9% |
| Participation rate | 66.7% | 67.9%-1.3pp | 75.0%-8.4pp | 68.1%-1.4pp |
| Annual return | 17.07% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,774 | $3,048-9.0% | $3,689-24.8% | $2,551+8.8% |
| Participant deferral / active EE | $4,928 | $4,036+22.1% | $5,072-2.8% | $4,139+19.1% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |