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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 | $154,172 | $100,073+54.1% | $85,126+81.1% | $145,877+5.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 14.91% | 84.11%-69.2pp | 66.63%-51.7pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,910 | $3,236-41.0% | $2,731-30.1% | $4,663-59.0% |
| Participant deferral / active EE | $4,272 | $5,294-19.3% | $4,523-5.5% | $6,691-36.1% |
| Admin fee / account holder | $157 | $7,261-97.8% | $6,160-97.5% | $13,402-98.8% |