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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 | $160,692 | $95,895+67.6% | $79,576+101.9% | $134,509+19.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | 75.40% | -2.72%+78.1pp | 0.15%+75.2pp | 418.13%-342.7pp |
| Employer contribution / active EE | $10,553 | $3,128+237.3% | $2,413+337.3% | $4,741+122.6% |
| Participant deferral / active EE | $7,583 | $4,693+61.6% | $3,985+90.3% | $6,400+18.5% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |