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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 | $144,290 | $100,970+42.9% | $96,576+49.4% | $137,256+5.1% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 142.91% | 38.16%+104.8pp | 38.47%+104.4pp | 220.34%-77.4pp |
| Employer contribution / active EE | $1,745 | $3,809-54.2% | $3,553-50.9% | $4,156-58.0% |
| Participant deferral / active EE | $6,078 | $8,286-26.7% | $7,956-23.6% | $6,407-5.1% |
| Admin fee / account holder | $33 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |