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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 | $104,960 | $103,387+1.5% | $87,102+20.5% | $152,885-31.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 14.84% | 28.10%-13.3pp | 28.19%-13.3pp | 345.39%-330.5pp |
| Employer contribution / active EE | $3,409 | $3,221+5.8% | $2,521+35.2% | $4,763-28.4% |
| Participant deferral / active EE | $5,202 | $4,778+8.9% | $4,048+28.5% | $5,851-11.1% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |