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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 | $110,106 | $185,883-40.8% | $170,043-35.2% | $139,466-21.1% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 128.04% | 60.54%+67.5pp | 53.40%+74.6pp | 373.66%-245.6pp |
| Employer contribution / active EE | $2,428 | $7,596-68.0% | $6,790-64.2% | $4,754-48.9% |
| Participant deferral / active EE | $14,999 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |