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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 | $212,279 | $102,938+106.2% | $94,105+125.6% | $138,895+52.8% |
| Participation rate | 57.1% | 74.6%-17.5pp | 71.9%-14.8pp | 79.9%-22.8pp |
| Annual return | 19.09% | 250.28%-231.2pp | 204.55%-185.5pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,913 | $2,732-30.0% | $2,504-23.6% | $4,194-54.4% |
| Participant deferral / active EE | $7,055 | $4,196+68.1% | $3,881+81.8% | $6,396+10.3% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |