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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 | $243,351 | $95,406+155.1% | $185,849+30.9% | $85,847+183.5% |
| Participation rate | 15.4% | 68.8%-53.4pp | 81.7%-66.3pp | 69.3%-53.9pp |
| Annual return | 13.29% | 23.59%-10.3pp | 122.10%-108.8pp | 318.61%-305.3pp |
| Employer contribution / active EE | $943 | $3,314-71.5% | $5,169-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $3,347 | $3,424-2.2% | $5,569-39.9% | $3,952-15.3% |
| Admin fee / account holder | $12 | $7,214-99.8% | $16,244-99.9% | $6,261-99.8% |