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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 | $238,893 | $100,139+138.6% | $85,187+180.4% | $145,884+63.8% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 10.38% | 84.15%-73.8pp | 66.67%-56.3pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,534 | $3,238-21.8% | $2,732-7.3% | $4,662-45.7% |
| Participant deferral / active EE | $5,981 | $5,296+12.9% | $4,525+32.2% | $6,690-10.6% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |