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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 | $121,670 | $100,203+21.4% | $85,240+42.7% | $145,897-16.6% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.8pp |
| Annual return | 15.13% | 84.28%-69.2pp | 66.75%-51.6pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,380 | $3,242-26.6% | $2,735-13.0% | $4,663-49.0% |
| Participant deferral / active EE | $4,892 | $5,299-7.7% | $4,527+8.1% | $6,689-26.9% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |