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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 | $202,078 | $112,112+80.2% | $95,956+110.6% | $158,950+27.1% |
| Participation rate | 16.7% | 79.0%-62.3pp | 77.1%-60.4pp | 82.0%-65.3pp |
| Annual return | 19.30% | 171.15%-151.9pp | 91.63%-72.3pp | 302.91%-283.6pp |
| Employer contribution / active EE | $1,500 | $3,199-53.1% | $2,541-41.0% | $4,762-68.5% |
| Participant deferral / active EE | $3,865 | $4,784-19.2% | $4,167-7.2% | $5,983-35.4% |
| Admin fee / account holder | $60 | $10,134-99.4% | $6,797-99.1% | $11,248-99.5% |