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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 | $243,306 | $85,024+186.2% | $70,544+244.9% | $139,466+74.5% |
| Participation rate | 23.5% | 73.9%-50.4pp | 68.4%-44.8pp | 80.3%-56.8pp |
| Annual return | 31.71% | 30.39%+1.3pp | 32.79%-1.1pp | 373.66%-342.0pp |
| Employer contribution / active EE | $944 | $3,912-75.9% | $2,976-68.3% | $4,754-80.1% |
| Participant deferral / active EE | $2,308 | $5,891-60.8% | $4,568-49.5% | $6,712-65.6% |
| Admin fee / account holder | $42 | $8,928-99.5% | $6,427-99.4% | $11,409-99.6% |