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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 | $209,627 | $157,296+33.3% | $141,191+48.5% | $152,897+37.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.54% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $1,564 | $5,262-70.3% | $4,736-67.0% | $4,764-67.2% |
| Participant deferral / active EE | $8,210 | $7,111+15.5% | $6,710+22.4% | $5,851+40.3% |
| Admin fee / account holder | $50 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |