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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 | $145,013 | $67,823+113.8% | $52,425+176.6% | $137,256+5.7% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 16.12% | 219.11%-203.0pp | 302.12%-286.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,508 | $1,163+29.7% | $914+65.0% | $4,156-63.7% |
| Participant deferral / active EE | $1,512 | $2,288-33.9% | $1,790-15.6% | $6,407-76.4% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |