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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 | $150,682 | $91,198+65.2% | $178,503-15.6% | $79,856+88.7% |
| Participation rate | 21.2% | 69.2%-48.0pp | 81.9%-60.7pp | 69.6%-48.4pp |
| Annual return | 20.33% | 24.20%-3.9pp | 151.12%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $433 | $3,257-86.7% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $909 | $3,237-71.9% | $5,202-82.5% | $3,741-75.7% |
| Admin fee / account holder | $79 | $6,748-98.8% | $13,987-99.4% | $5,306-98.5% |