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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 | $138,899 | $106,905+29.9% | $84,020+65.3% | $152,885-9.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.5%-15.8pp |
| Annual return | 24.21% | 105.00%-80.8pp | 71.31%-47.1pp | 345.39%-321.2pp |
| Employer contribution / active EE | $1,267 | $2,735-53.7% | $1,984-36.1% | $4,763-73.4% |
| Participant deferral / active EE | $8,526 | $4,012+112.5% | $3,239+163.2% | $5,851+45.7% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |