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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 | $131,434 | $103,008+27.6% | $90,304+45.5% | $152,897-14.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 11.49% | 95.22%-83.7pp | 78.13%-66.6pp | 345.43%-333.9pp |
| Employer contribution / active EE | $1,125 | $3,139-64.2% | $2,855-60.6% | $4,764-76.4% |
| Participant deferral / active EE | $4,867 | $4,281+13.7% | $3,885+25.3% | $5,851-16.8% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |