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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 | $214,129 | $134,817+58.8% | $123,973+72.7% | $155,188+38.0% |
| Participation rate | 47.4% | 79.4%-32.0pp | 76.7%-29.3pp | 80.8%-33.4pp |
| Annual return | 15.52% | 515.49%-500.0pp | 388.13%-372.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,247 | $4,425-71.8% | $4,126-69.8% | $4,248-70.6% |
| Participant deferral / active EE | $5,967 | $5,706+4.6% | $5,247+13.7% | $6,531-8.6% |
| Admin fee / account holder | $5 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |