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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 | $121,234 | $100,073+21.1% | $85,126+42.4% | $145,877-16.9% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 14.31% | 84.11%-69.8pp | 66.63%-52.3pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,316 | $3,236-59.3% | $2,731-51.8% | $4,663-71.8% |
| Participant deferral / active EE | $7,286 | $5,294+37.6% | $4,523+61.1% | $6,691+8.9% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |