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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 | $216,732 | $107,368+101.9% | $92,915+133.3% | $152,909+41.7% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.0%-36.0pp | 82.5%-42.5pp |
| Annual return | 22.99% | 145.64%-122.7pp | 109.45%-86.5pp | 345.46%-322.5pp |
| Employer contribution / active EE | $1,638 | $4,222-61.2% | $3,653-55.2% | $4,764-65.6% |
| Participant deferral / active EE | $7,200 | $4,848+48.5% | $4,238+69.9% | $5,851+23.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |