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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 | $202,019 | $108,922+85.5% | $100,398+101.2% | $145,978+38.4% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 13.68% | 58.04%-44.4pp | 49.32%-35.6pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,649 | $4,426-40.1% | $3,946-32.9% | $4,662-43.2% |
| Participant deferral / active EE | $9,356 | $8,450+10.7% | $8,084+15.7% | $6,690+39.9% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |