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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 | $240,571 | $152,592+57.7% | $125,180+92.2% | $152,885+57.4% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 17.17% | 54.84%-37.7pp | 43.79%-26.6pp | 345.39%-328.2pp |
| Employer contribution / active EE | $1,844 | $4,947-62.7% | $3,866-52.3% | $4,763-61.3% |
| Participant deferral / active EE | $6,440 | $5,868+9.7% | $4,937+30.4% | $5,851+10.1% |
| Admin fee / account holder | $285 | $13,435-97.9% | $9,703-97.1% | $11,598-97.5% |