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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 | $148,900 | $103,008+44.6% | $90,304+64.9% | $152,897-2.6% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 28.49% | 95.22%-66.7pp | 78.13%-49.6pp | 345.43%-316.9pp |
| Employer contribution / active EE | $3,703 | $3,139+18.0% | $2,855+29.7% | $4,764-22.3% |
| Participant deferral / active EE | $8,333 | $4,281+94.6% | $3,885+114.5% | $5,851+42.4% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |