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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 | $221,081 | $110,278+100.5% | $95,740+130.9% | $139,466+58.5% |
| Participation rate | 40.0% | 75.7%-35.7pp | 72.3%-32.3pp | 80.3%-40.3pp |
| Annual return | 18.11% | 27.19%-9.1pp | 28.41%-10.3pp | 373.66%-355.6pp |
| Employer contribution / active EE | $12,256 | $3,260+275.9% | $2,836+332.1% | $4,754+157.8% |
| Participant deferral / active EE | $9,000 | $4,674+92.5% | $4,244+112.1% | $6,712+34.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |