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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 | $217,131 | $103,392+110.0% | $87,104+149.3% | $152,897+42.0% |
| Participation rate | 22.2% | 79.4%-57.1pp | 76.9%-54.7pp | 82.5%-60.2pp |
| Annual return | 22.53% | 28.10%-5.6pp | 28.19%-5.7pp | 345.43%-322.9pp |
| Employer contribution / active EE | $723 | $3,221-77.6% | $2,521-71.3% | $4,764-84.8% |
| Participant deferral / active EE | $5,722 | $4,778+19.8% | $4,048+41.3% | $5,851-2.2% |
| Admin fee / account holder | $15 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |