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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 | $249,382 | $103,000+142.1% | $90,300+176.2% | $152,885+63.1% |
| Participation rate | 29.4% | 75.9%-46.5pp | 73.3%-43.9pp | 82.5%-53.0pp |
| Annual return | 27.35% | 95.19%-67.8pp | 78.11%-50.8pp | 345.39%-318.0pp |
| Employer contribution / active EE | $1,853 | $3,138-40.9% | $2,854-35.1% | $4,763-61.1% |
| Participant deferral / active EE | $2,857 | $4,281-33.2% | $3,884-26.4% | $5,851-51.2% |
| Admin fee / account holder | $0 | $6,173-100.0% | $5,353-100.0% | $11,598-100.0% |