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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 | $113,658 | $106,918+6.3% | $84,021+35.3% | $152,897-25.7% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 8.14% | 105.01%-96.9pp | 71.32%-63.2pp | 345.43%-337.3pp |
| Employer contribution / active EE | $3,640 | $2,735+33.1% | $1,984+83.5% | $4,764-23.6% |
| Participant deferral / active EE | $5,365 | $4,012+33.7% | $3,239+65.6% | $5,851-8.3% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |