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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 | $125,550 | $102,422+22.6% | $147,117-14.7% | $80,959+55.1% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.7%-12.4pp |
| Annual return | 14.07% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,786 | $3,717-25.0% | $4,932-43.5% | $2,757+1.1% |
| Participant deferral / active EE | $4,981 | $6,652-25.1% | $8,065-38.2% | $4,300+15.8% |
| Admin fee / account holder | $2 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |