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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 | $214,129 | $111,535+92.0% | $105,223+103.5% | $137,256+56.0% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 80.0%-32.6pp |
| Annual return | 15.52% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,247 | $3,939-68.3% | $3,689-66.2% | $4,156-70.0% |
| Participant deferral / active EE | $5,967 | $5,500+8.5% | $5,072+17.6% | $6,407-6.9% |
| Admin fee / account holder | $5 | $9,721-100.0% | $8,859-99.9% | $12,270-100.0% |