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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 | $192,304 | $127,296+51.1% | $109,907+75.0% | $167,536+14.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.2%-14.2pp | 82.1%-22.1pp |
| Annual return | 17.53% | 22.97%-5.4pp | 29.46%-11.9pp | 478.82%-461.3pp |
| Employer contribution / active EE | $13,678 | $3,325+311.4% | $2,844+381.0% | $4,839+182.7% |
| Participant deferral / active EE | $8,825 | $4,513+95.6% | $4,047+118.1% | $6,342+39.1% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |