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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 | $214,268 | $232,540-7.9% | $185,117+15.7% | $147,586+45.2% |
| Participation rate | 42.9% | 82.4%-39.5pp | 77.3%-34.4pp | 82.8%-40.0pp |
| Annual return | 14.97% | 43.03%-28.1pp | 40.50%-25.5pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,819 | $5,195-65.0% | $4,182-56.5% | $4,876-62.7% |
| Participant deferral / active EE | $1,647 | $5,834-71.8% | $5,045-67.3% | $5,439-69.7% |
| Admin fee / account holder | $134 | $10,275-98.7% | $8,159-98.4% | $10,886-98.8% |