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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 | $148,782 | $29,670+401.5% | $56,054+165.4% | $80,911+83.9% |
| Participation rate | 19.4% | 41.7%-22.3pp | 52.5%-33.1pp | 67.6%-48.3pp |
| Annual return | 14.91% | 35.24%-20.3pp | 1705.95%-1691.0pp | 35.63%-20.7pp |
| Employer contribution / active EE | $876 | $670+30.8% | $1,039-15.7% | $2,756-68.2% |
| Participant deferral / active EE | $1,790 | $1,227+45.9% | $1,952-8.3% | $4,297-58.3% |
| Admin fee / account holder | $272 | $2,431-88.8% | $2,822-90.4% | $6,935-96.1% |