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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 | $141,530 | $102,422+38.2% | $147,117-3.8% | $80,959+74.8% |
| Participation rate | 51.5% | 75.9%-24.4pp | 82.2%-30.7pp | 67.7%-16.2pp |
| Annual return | 17.18% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,422 | $3,717-61.7% | $4,932-71.2% | $2,757-48.4% |
| Participant deferral / active EE | $6,152 | $6,652-7.5% | $8,065-23.7% | $4,300+43.1% |
| Admin fee / account holder | $20 | $7,953-99.8% | $12,993-99.8% | $6,925-99.7% |