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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 | $236,672 | $68,097+247.5% | $62,929+276.1% | $137,256+72.4% |
| Participation rate | 17.4% | 77.4%-60.1pp | 73.1%-55.7pp | 80.0%-62.6pp |
| Annual return | 12.30% | 1859.11%-1846.8pp | 1063.93%-1051.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $434 | $2,811-84.6% | $2,505-82.7% | $4,156-89.6% |
| Participant deferral / active EE | $2,887 | $4,553-36.6% | $3,888-25.7% | $6,407-54.9% |
| Admin fee / account holder | $183 | $6,521-97.2% | $5,065-96.4% | $12,270-98.5% |