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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 | $100,203+53.9% | $85,240+80.9% | $145,897+5.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 14.91% | 84.28%-69.4pp | 66.75%-51.8pp | 552.29%-537.4pp |
| Employer contribution / active EE | $1,910 | $3,242-41.1% | $2,735-30.2% | $4,663-59.0% |
| Participant deferral / active EE | $4,272 | $5,299-19.4% | $4,527-5.6% | $6,689-36.1% |
| Admin fee / account holder | $157 | $7,265-97.8% | $6,165-97.5% | $13,390-98.8% |