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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 | $224,173 | $166,268+34.8% | $165,100+35.8% | $145,897+53.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.91% | 100.52%-88.6pp | 70.21%-58.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,162 | $5,284-78.0% | $4,348-73.3% | $4,663-75.1% |
| Participant deferral / active EE | $2,960 | $6,964-57.5% | $6,035-51.0% | $6,689-55.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |