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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 | $246,284 | $90,486+172.2% | $78,676+213.0% | $273,972-10.1% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 8.03% | 75.62%-67.6pp | 62.19%-54.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,025 | $3,175-36.2% | $2,850-28.9% | $4,869-58.4% |
| Participant deferral / active EE | $2,025 | $3,901-48.1% | $3,517-42.4% | $5,287-61.7% |
| Admin fee / account holder | $60 | $5,263-98.9% | $4,510-98.7% | $10,133-99.4% |