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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 | $199,413 | $115,810+72.2% | $101,271+96.9% | $158,966+25.4% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 13.58% | 56.15%-42.6pp | 46.48%-32.9pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,346 | $4,175-67.8% | $3,660-63.2% | $4,762-71.7% |
| Participant deferral / active EE | $7,481 | $4,958+50.9% | $4,371+71.2% | $5,983+25.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |