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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 | $108,423 | $63,346+71.2% | $92,240+17.5% | $70,126+54.6% |
| Participation rate | 64.5% | 68.7%-4.2pp | 76.5%-12.0pp | 69.5%-5.0pp |
| Annual return | 18.05% | 530.19%-512.1pp | 176.29%-158.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $1,427 | $2,471-42.3% | $3,680-61.2% | $2,343-39.1% |
| Participant deferral / active EE | $5,056 | $2,854+77.2% | $3,897+29.7% | $3,332+51.7% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |