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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 | $114,119+87.6% | $107,187+99.8% | $138,895+54.2% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 79.9%-32.6pp |
| Annual return | 15.52% | 273.21%-257.7pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,247 | $4,059-69.3% | $3,782-67.0% | $4,194-70.3% |
| Participant deferral / active EE | $5,967 | $5,538+7.7% | $5,096+17.1% | $6,396-6.7% |
| Admin fee / account holder | $5 | $10,024-100.0% | $9,162-99.9% | $12,562-100.0% |