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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 | $112,532 | $102,422+9.9% | $147,117-23.5% | $80,959+39.0% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 18.26% | 135.16%-116.9pp | 420.54%-402.3pp | 35.67%-17.4pp |
| Employer contribution / active EE | $3,312 | $3,717-10.9% | $4,932-32.9% | $2,757+20.1% |
| Participant deferral / active EE | $9,794 | $6,652+47.2% | $8,065+21.4% | $4,300+127.7% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |