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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 | $185,951 | $103,038+80.5% | $90,324+105.9% | $152,909+21.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 16.44% | 95.25%-78.8pp | 78.15%-61.7pp | 345.46%-329.0pp |
| Employer contribution / active EE | $2,028 | $3,141-35.4% | $2,856-29.0% | $4,764-57.4% |
| Participant deferral / active EE | $6,333 | $4,282+47.9% | $3,885+63.0% | $5,851+8.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |