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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 | $25,097 | $85,766-70.7% | $136,297-81.6% | $70,131-64.2% |
| Participation rate | 63.6% | 74.2%-10.5pp | 81.9%-18.3pp | 69.5%-5.9pp |
| Annual return | 207.13% | 31.45%+175.7pp | 5156.16%-4949.0pp | 73.14%+134.0pp |
| Employer contribution / active EE | $3,997 | $2,966+34.7% | $4,696-14.9% | $2,342+70.6% |
| Participant deferral / active EE | $5,868 | $5,051+16.2% | $6,247-6.1% | $3,332+76.1% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,244-100.0% | $4,645-100.0% |