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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 | $177,775 | $85,766+107.3% | $136,295+30.4% | $70,131+153.5% |
| Participation rate | 69.0% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 20.87% | 31.45%-10.6pp | 5155.97%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,580 | $5,051+89.7% | $6,247+53.4% | $3,332+187.5% |
| Admin fee / account holder | $42 | $5,420-99.2% | $9,243-99.6% | $4,645-99.1% |