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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 | $232,014 | $111,830+107.5% | $93,696+147.6% | $145,884+59.0% |
| Participation rate | 26.7% | 74.2%-47.6pp | 68.7%-42.1pp | 80.3%-53.6pp |
| Annual return | 15.95% | 204.08%-188.1pp | 133.74%-117.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $1,597 | $3,093-48.4% | $2,422-34.1% | $4,662-65.8% |
| Participant deferral / active EE | $4,631 | $4,920-5.9% | $4,417+4.9% | $6,690-30.8% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |