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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 | $165,018 | $110,410+49.5% | $102,437+61.1% | $145,897+13.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 29.75% | 24.85%+4.9pp | 24.95%+4.8pp | 552.29%-522.5pp |
| Employer contribution / active EE | $1,800 | $4,217-57.3% | $3,871-53.5% | $4,663-61.4% |
| Participant deferral / active EE | $6,750 | $5,622+20.1% | $5,060+33.4% | $6,689+0.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |