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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 | $115,671 | $81,208+42.4% | $98,920+16.9% | $79,856+44.8% |
| Participation rate | 69.7% | 72.5%-2.8pp | 76.0%-6.3pp | 69.6%+0.1pp |
| Annual return | 12.86% | 60.99%-48.1pp | 196.47%-183.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,457 | $3,265-24.8% | $4,245-42.1% | $3,741-34.3% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,643-100.0% | $5,306-100.0% |