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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 | $231,447 | $111,785+107.0% | $93,669+147.1% | $145,877+58.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 10.38% | 203.79%-193.4pp | 133.59%-123.2pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,813 | $3,096-41.4% | $2,424-25.2% | $4,663-61.1% |
| Participant deferral / active EE | $4,533 | $4,919-7.8% | $4,416+2.7% | $6,691-32.2% |
| Admin fee / account holder | $70 | $10,256-99.3% | $8,291-99.2% | $13,402-99.5% |