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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 | $177,614 | $149,778+18.6% | $118,946+49.3% | $158,950+11.7% |
| Participation rate | 25.0% | 82.1%-57.1pp | 75.4%-50.4pp | 82.0%-57.0pp |
| Annual return | 15.40% | 19.95%-4.6pp | 35.89%-20.5pp | 302.91%-287.5pp |
| Employer contribution / active EE | $865 | $4,117-79.0% | $3,263-73.5% | $4,762-81.8% |
| Participant deferral / active EE | $6,500 | $5,225+24.4% | $4,266+52.4% | $5,983+8.6% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |