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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 | $176,919 | $115,796+52.8% | $101,264+74.7% | $158,950+11.3% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 24.28% | 56.15%-31.9pp | 46.48%-22.2pp | 302.91%-278.6pp |
| Employer contribution / active EE | $1,440 | $4,175-65.5% | $3,660-60.7% | $4,762-69.8% |
| Participant deferral / active EE | $9,000 | $4,958+81.5% | $4,370+105.9% | $5,983+50.4% |
| Admin fee / account holder | $60 | $7,247-99.2% | $5,947-99.0% | $11,248-99.5% |