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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 | $123,024 | $90,614+35.8% | $76,089+61.7% | $145,877-15.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 9.32% | 623.80%-614.5pp | 360.94%-351.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $667 | $3,324-79.9% | $2,690-75.2% | $4,663-85.7% |
| Participant deferral / active EE | $9,333 | $5,168+80.6% | $4,259+119.1% | $6,691+39.5% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |