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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 | $195,314 | $111,535+75.1% | $105,223+85.6% | $137,256+42.3% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 21.14% | 237.85%-216.7pp | 180.65%-159.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,455 | $3,939-37.7% | $3,689-33.4% | $4,156-40.9% |
| Participant deferral / active EE | $4,652 | $5,500-15.4% | $5,072-8.3% | $6,407-27.4% |
| Admin fee / account holder | $66 | $9,721-99.3% | $8,859-99.3% | $12,270-99.5% |