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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 | $230,245 | $124,330+85.2% | $109,173+110.9% | $167,536+37.4% |
| Participation rate | 50.0% | 79.5%-29.5pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 17.53% | 26.04%-8.5pp | 25.75%-8.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $1,760 | $4,209-58.2% | $3,723-52.7% | $4,839-63.6% |
| Participant deferral / active EE | $9,400 | $5,256+78.8% | $4,654+102.0% | $6,342+48.2% |
| Admin fee / account holder | $120 | $7,974-98.5% | $6,755-98.2% | $12,315-99.0% |