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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 | $224,173 | $166,020+35.0% | $164,866+36.0% | $145,959+53.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.91% | 100.08%-88.2pp | 69.97%-58.1pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,162 | $5,275-78.0% | $4,343-73.2% | $4,661-75.1% |
| Participant deferral / active EE | $2,960 | $6,961-57.5% | $6,033-50.9% | $6,689-55.7% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |