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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 | $124,196 | $73,107+69.9% | $114,563+8.4% | $87,485+42.0% |
| Participation rate | 33.3% | 65.8%-32.4pp | 72.9%-39.6pp | 68.9%-35.6pp |
| Annual return | 20.97% | 19.47%+1.5pp | 241.09%-220.1pp | 26.06%-5.1pp |
| Employer contribution / active EE | $767 | $1,881-59.2% | $2,592-70.4% | $2,596-70.4% |
| Participant deferral / active EE | $2,692 | $3,144-14.4% | $4,142-35.0% | $4,274-37.0% |
| Admin fee / account holder | $93 | $5,770-98.4% | $7,623-98.8% | $7,775-98.8% |