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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 | $167,958 | $48,046+249.6% | $84,610+98.5% | $72,986+130.1% |
| Participation rate | 50.0% | 57.6%-7.6pp | 68.2%-18.2pp | 69.5%-19.5pp |
| Annual return | 20.10% | 37.38%-17.3pp | 258.74%-238.6pp | 81.01%-60.9pp |
| Employer contribution / active EE | $845 | $1,602-47.2% | $2,652-68.1% | $2,440-65.3% |
| Participant deferral / active EE | $1,277 | $2,680-52.4% | $3,899-67.3% | $3,607-64.6% |
| Admin fee / account holder | $252 | $3,395-92.6% | $4,912-94.9% | $5,124-95.1% |