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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 | $24,610 | $78,670-68.7% | $109,173-77.5% | $85,847-71.3% |
| Participation rate | 66.7% | 68.3%-1.6pp | 75.9%-9.2pp | 69.3%-2.7pp |
| Annual return | 124.68% | 25.09%+99.6pp | 25.75%+98.9pp | 318.61%-193.9pp |
| Employer contribution / active EE | $3,134 | $2,734+14.7% | $3,723-15.8% | $2,565+22.2% |
| Participant deferral / active EE | $1,565 | $3,467-54.9% | $4,654-66.4% | $3,952-60.4% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,755-100.0% | $6,261-100.0% |