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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 | $112,864 | $53,127+112.4% | $86,587+30.3% | $70,131+60.9% |
| Participation rate | 64.1% | 65.3%-1.2pp | 73.5%-9.4pp | 69.5%-5.4pp |
| Annual return | 17.23% | 27.66%-10.4pp | 964.86%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $3,411 | $2,068+64.9% | $2,839+20.1% | $2,342+45.6% |
| Participant deferral / active EE | $5,749 | $2,696+113.3% | $3,609+59.3% | $3,332+72.6% |
| Admin fee / account holder | $188 | $3,585-94.7% | $4,906-96.2% | $4,645-95.9% |