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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 | $145,916 | $124,351+17.3% | $109,188+33.6% | $167,553-12.9% |
| Participation rate | 57.1% | 79.4%-22.3pp | 75.9%-18.7pp | 82.1%-25.0pp |
| Annual return | 14.24% | 26.04%-11.8pp | 25.76%-11.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $13,216 | $4,210+213.9% | $3,723+255.0% | $4,840+173.1% |
| Participant deferral / active EE | $5,950 | $5,257+13.2% | $4,654+27.8% | $6,343-6.2% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |