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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 | $199,481 | $118,708+68.0% | $98,920+101.7% | $158,966+25.5% |
| Participation rate | 46.7% | 77.8%-31.2pp | 76.0%-29.4pp | 82.0%-35.3pp |
| Annual return | 15.34% | 372.49%-357.2pp | 196.47%-181.1pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,515 | $3,334-54.5% | $2,689-43.7% | $4,762-68.2% |
| Participant deferral / active EE | $3,446 | $5,089-32.3% | $4,245-18.8% | $5,983-42.4% |
| Admin fee / account holder | $26 | $10,134-99.7% | $6,643-99.6% | $11,250-99.8% |