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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 | $165,075 | $110,039+50.0% | $97,260+69.7% | $145,884+13.2% |
| Participation rate | 57.1% | 75.9%-18.8pp | 72.7%-15.5pp | 80.3%-23.2pp |
| Annual return | 9.16% | 244.44%-235.3pp | 75.54%-66.4pp | 551.85%-542.7pp |
| Employer contribution / active EE | $2,229 | $3,074-27.5% | $2,721-18.1% | $4,662-52.2% |
| Participant deferral / active EE | $8,340 | $4,674+78.4% | $4,262+95.7% | $6,690+24.7% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |