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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 | $112,791 | $100,203+12.6% | $85,240+32.3% | $145,897-22.7% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 19.82% | 84.28%-64.5pp | 66.75%-46.9pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,846 | $3,242-43.0% | $2,735-32.5% | $4,663-60.4% |
| Participant deferral / active EE | $3,846 | $5,299-27.4% | $4,527-15.1% | $6,689-42.5% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |