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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 | $170,757 | $72,071+136.9% | $68,368+149.8% | $137,256+24.4% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.0%-18.4pp |
| Annual return | 16.77% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,181 | $2,788-57.6% | $2,649-55.4% | $4,156-71.6% |
| Participant deferral / active EE | $3,631 | $4,410-17.7% | $4,123-11.9% | $6,407-43.3% |
| Admin fee / account holder | $15 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |