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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 | $203,581 | $157,296+29.4% | $141,191+44.2% | $152,897+33.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 67.18% | 64.34%+2.8pp | 71.41%-4.2pp | 345.43%-278.2pp |
| Employer contribution / active EE | $3,920 | $5,262-25.5% | $4,736-17.2% | $4,764-17.7% |
| Participant deferral / active EE | $5,751 | $7,111-19.1% | $6,710-14.3% | $5,851-1.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |