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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 | $118,412 | $72,403+63.5% | $67,524+75.4% | $145,978-18.9% |
| Participation rate | 66.7% | 76.9%-10.2pp | 72.9%-6.2pp | 80.3%-13.6pp |
| Annual return | 14.05% | 7197.23%-7183.2pp | 3519.41%-3505.4pp | 550.52%-536.5pp |
| Employer contribution / active EE | $5,071 | $3,072+65.1% | $2,734+85.5% | $4,662+8.8% |
| Participant deferral / active EE | $6,325 | $4,782+32.3% | $4,001+58.1% | $6,690-5.4% |
| Admin fee / account holder | $58 | $5,541-99.0% | $4,001-98.6% | $13,400-99.6% |