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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 | $247,332 | $97,125+154.7% | $86,233+186.8% | $137,256+80.2% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 14.95% | 74.19%-59.2pp | 61.39%-46.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $812 | $2,841-71.4% | $2,504-67.6% | $4,156-80.5% |
| Participant deferral / active EE | $3,975 | $5,180-23.3% | $4,559-12.8% | $6,407-38.0% |
| Admin fee / account holder | $192 | $9,725-98.0% | $8,342-97.7% | $12,270-98.4% |