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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 | $158,721 | $85,060+86.6% | $70,548+125.0% | $139,456+13.8% |
| Participation rate | 60.0% | 73.9%-13.9pp | 68.3%-8.3pp | 80.3%-20.3pp |
| Annual return | 14.88% | 30.38%-15.5pp | 32.78%-17.9pp | 373.45%-358.6pp |
| Employer contribution / active EE | $2,639 | $3,911-32.5% | $2,975-11.3% | $4,753-44.5% |
| Participant deferral / active EE | $6,671 | $5,890+13.3% | $4,567+46.1% | $6,711-0.6% |
| Admin fee / account holder | $0 | $8,925-100.0% | $6,424-100.0% | $11,407-100.0% |