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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 | $102,429+22.6% | $147,096-14.6% | $80,925+55.1% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.7%-12.4pp |
| Annual return | 14.07% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,786 | $3,716-25.0% | $4,936-43.6% | $2,756+1.1% |
| Participant deferral / active EE | $4,981 | $6,649-25.1% | $8,071-38.3% | $4,299+15.9% |
| Admin fee / account holder | $2 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |