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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 | $147,486 | $69,118+113.4% | $53,647+174.9% | $138,895+6.2% |
| Participation rate | 40.0% | 64.0%-24.0pp | 56.3%-16.3pp | 79.9%-39.9pp |
| Annual return | 16.35% | 248.26%-231.9pp | 358.33%-342.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,083 | $1,189+75.1% | $962+116.5% | $4,194-50.3% |
| Participant deferral / active EE | $4,161 | $2,274+83.0% | $1,813+129.5% | $6,396-35.0% |
| Admin fee / account holder | $81 | $2,724-97.0% | $2,460-96.7% | $12,562-99.4% |