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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 | $85,763 | $69,118+24.1% | $53,647+59.9% | $138,895-38.3% |
| Participation rate | 66.7% | 64.0%+2.7pp | 56.3%+10.4pp | 79.9%-13.3pp |
| Annual return | 20.24% | 248.26%-228.0pp | 358.33%-338.1pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,394 | $1,189+17.2% | $962+44.9% | $4,194-66.8% |
| Participant deferral / active EE | $10,547 | $2,274+363.8% | $1,813+481.7% | $6,396+64.9% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |