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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 | $123,558 | $72,071+71.4% | $68,368+80.7% | $137,256-10.0% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 14.55% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,229 | $2,788-20.1% | $2,649-15.9% | $4,156-46.4% |
| Participant deferral / active EE | $4,675 | $4,410+6.0% | $4,123+13.4% | $6,407-27.0% |
| Admin fee / account holder | $13 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |