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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 | $147,540 | $81,664+80.7% | $70,476+109.3% | $158,966-7.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 21.41% | 208.59%-187.2pp | 109.12%-87.7pp | 302.95%-281.5pp |
| Employer contribution / active EE | $3,496 | $3,219+8.6% | $2,738+27.7% | $4,762-26.6% |
| Participant deferral / active EE | $13,000 | $4,556+185.3% | $3,710+250.4% | $5,983+117.3% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |