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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 | $188,680 | $112,935+67.1% | $90,970+107.4% | $158,966+18.7% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 11.89% | 215.79%-203.9pp | 134.58%-122.7pp | 302.95%-291.1pp |
| Employer contribution / active EE | $1,308 | $2,895-54.8% | $2,122-38.4% | $4,762-72.5% |
| Participant deferral / active EE | $5,680 | $4,129+37.6% | $3,373+68.4% | $5,983-5.1% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |