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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 | $103,000+27.6% | $90,300+45.6% | $152,885-14.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 11.49% | 95.19%-83.7pp | 78.11%-66.6pp | 345.39%-333.9pp |
| Employer contribution / active EE | $1,125 | $3,138-64.2% | $2,854-60.6% | $4,763-76.4% |
| Participant deferral / active EE | $4,867 | $4,281+13.7% | $3,884+25.3% | $5,851-16.8% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |