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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 | $248,180 | $108,695+128.3% | $74,722+232.1% | $152,897+62.3% |
| Participation rate | 14.3% | 65.4%-51.1pp | 54.5%-40.2pp | 82.5%-68.2pp |
| Annual return | 12.80% | 114.11%-101.3pp | 753.11%-740.3pp | 345.43%-332.6pp |
| Employer contribution / active EE | $320 | $1,504-78.8% | $1,084-70.5% | $4,764-93.3% |
| Participant deferral / active EE | $3,571 | $2,712+31.7% | $1,963+81.9% | $5,851-39.0% |
| Admin fee / account holder | $20 | $4,906-99.6% | $3,335-99.4% | $11,599-99.8% |