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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 | $205,618 | $110,551+86.0% | $80,741+154.7% | $167,536+22.7% |
| Participation rate | 20.0% | 64.0%-44.0pp | 54.2%-34.2pp | 82.1%-62.1pp |
| Annual return | 15.69% | 120.57%-104.9pp | 87.30%-71.6pp | 478.82%-463.1pp |
| Employer contribution / active EE | $200 | $1,543-87.0% | $1,160-82.8% | $4,839-95.9% |
| Participant deferral / active EE | $3,900 | $2,870+35.9% | $2,145+81.8% | $6,342-38.5% |
| Admin fee / account holder | $60 | $4,547-98.7% | $3,380-98.2% | $12,315-99.5% |