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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 | $67,823+117.5% | $52,425+181.3% | $137,256+7.5% |
| Participation rate | 40.0% | 63.9%-23.9pp | 55.6%-15.6pp | 80.0%-40.0pp |
| Annual return | 16.35% | 219.11%-202.8pp | 302.12%-285.8pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,083 | $1,163+79.1% | $914+127.9% | $4,156-49.9% |
| Participant deferral / active EE | $4,161 | $2,288+81.9% | $1,790+132.4% | $6,407-35.1% |
| Admin fee / account holder | $81 | $2,844-97.2% | $2,495-96.8% | $12,270-99.3% |