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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 | $99,584 | $65,712+51.5% | $57,196+74.1% | $273,972-63.7% |
| Participation rate | 63.6% | 78.3%-14.7pp | 75.3%-11.7pp | 83.0%-19.4pp |
| Annual return | 117.38% | 22.01%+95.4pp | 14.59%+102.8pp | 41.46%+75.9pp |
| Employer contribution / active EE | $6,818 | $3,280+107.9% | $2,683+154.1% | $4,869+40.0% |
| Participant deferral / active EE | $3,897 | $3,782+3.1% | $3,096+25.9% | $5,287-26.3% |
| Admin fee / account holder | $48 | $4,838-99.0% | $3,141-98.5% | $10,133-99.5% |