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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 | $172,301 | $93,345+84.6% | $119,126+44.6% | $87,485+96.9% |
| Participation rate | 53.8% | 68.7%-14.9pp | 75.8%-21.9pp | 68.9%-15.1pp |
| Annual return | 17.13% | 19.08%-2.0pp | 282.11%-265.0pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,491 | $3,172-53.0% | $4,034-63.0% | $2,596-42.6% |
| Participant deferral / active EE | $4,704 | $4,099+14.8% | $5,318-11.5% | $4,274+10.1% |
| Admin fee / account holder | $17 | $8,039-99.8% | $10,693-99.8% | $7,775-99.8% |