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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 | $173,031 | $106,280+62.8% | $96,538+79.2% | $139,487+24.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 13.60% | 38.48%-24.9pp | 35.74%-22.1pp | 373.84%-360.2pp |
| Employer contribution / active EE | $3,699 | $4,107-9.9% | $3,740-1.1% | $4,755-22.2% |
| Participant deferral / active EE | $15,000 | $5,457+174.9% | $4,880+207.3% | $6,713+123.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |