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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 | $106,212 | $103,008+3.1% | $90,304+17.6% | $152,897-30.5% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 25.39% | 95.22%-69.8pp | 78.13%-52.7pp | 345.43%-320.0pp |
| Employer contribution / active EE | $2,369 | $3,139-24.5% | $2,855-17.0% | $4,764-50.3% |
| Participant deferral / active EE | $2,369 | $4,281-44.7% | $3,885-39.0% | $5,851-59.5% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |