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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 | $171,216 | $114,119+50.0% | $107,187+59.7% | $138,895+23.3% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 79.9%-44.2pp |
| Annual return | 19.02% | 273.21%-254.2pp | 204.55%-185.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $880 | $4,059-78.3% | $3,782-76.7% | $4,194-79.0% |
| Participant deferral / active EE | $3,909 | $5,538-29.4% | $5,096-23.3% | $6,396-38.9% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |