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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 | $149,419 | $107,341+39.2% | $92,897+60.8% | $152,870-2.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 25.15% | 145.59%-120.4pp | 109.42%-84.3pp | 345.34%-320.2pp |
| Employer contribution / active EE | $1,385 | $4,221-67.2% | $3,653-62.1% | $4,763-70.9% |
| Participant deferral / active EE | $7,480 | $4,847+54.3% | $4,238+76.5% | $5,850+27.8% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |