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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 | $120,485 | $115,814+4.0% | $101,275+19.0% | $158,982-24.2% |
| Participation rate | 55.6% | 79.4%-23.8pp | 75.8%-20.3pp | 82.0%-26.4pp |
| Annual return | 15.55% | 56.16%-40.6pp | 46.48%-30.9pp | 302.99%-287.4pp |
| Employer contribution / active EE | $2,020 | $4,176-51.6% | $3,660-44.8% | $4,763-57.6% |
| Participant deferral / active EE | $6,576 | $4,958+32.6% | $4,371+50.5% | $5,983+9.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |