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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 | $226,797 | $99,652+127.6% | $78,778+187.9% | $147,586+53.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.2%-9.2pp | 82.8%-22.8pp |
| Annual return | 8.82% | 47.28%-38.5pp | 35.62%-26.8pp | 578.59%-569.8pp |
| Employer contribution / active EE | $1,165 | $2,796-58.3% | $1,986-41.3% | $4,876-76.1% |
| Participant deferral / active EE | $5,518 | $3,664+50.6% | $2,958+86.5% | $5,439+1.5% |
| Admin fee / account holder | $7 | $7,155-99.9% | $5,134-99.9% | $10,886-99.9% |