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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 | $48,053+249.5% | $84,637+98.4% | $72,976+130.2% |
| Participation rate | 50.0% | 57.6%-7.6pp | 68.2%-18.2pp | 69.5%-19.5pp |
| Annual return | 20.10% | 37.39%-17.3pp | 258.82%-238.7pp | 81.02%-60.9pp |
| Employer contribution / active EE | $845 | $1,602-47.2% | $2,653-68.1% | $2,440-65.3% |
| Participant deferral / active EE | $1,277 | $2,681-52.4% | $3,900-67.3% | $3,608-64.6% |
| Admin fee / account holder | $252 | $3,395-92.6% | $4,914-94.9% | $5,124-95.1% |