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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 | $201,445 | $72,071+179.5% | $68,368+194.6% | $137,256+46.8% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 13.87% | 353.14%-339.3pp | 292.57%-278.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,035 | $2,788+44.7% | $2,649+52.3% | $4,156-2.9% |
| Participant deferral / active EE | $7,905 | $4,410+79.3% | $4,123+91.7% | $6,407+23.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |