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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 | $101,967 | $108,226-5.8% | $77,513+31.5% | $158,950-35.8% |
| Participation rate | 35.7% | 64.4%-28.7pp | 54.2%-18.5pp | 82.0%-46.2pp |
| Annual return | 29.23% | 31.67%-2.4pp | 54.81%-25.6pp | 302.91%-273.7pp |
| Employer contribution / active EE | $3,843 | $1,325+190.0% | $987+289.5% | $4,762-19.3% |
| Participant deferral / active EE | $3,936 | $2,456+60.3% | $1,861+111.5% | $5,983-34.2% |
| Admin fee / account holder | $0 | $3,710-100.0% | $2,859-100.0% | $11,248-100.0% |