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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 | $111,878+106.9% | $93,727+146.9% | $145,897+58.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 10.38% | 204.28%-193.9pp | 133.83%-123.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,813 | $3,092-41.4% | $2,421-25.1% | $4,663-61.1% |
| Participant deferral / active EE | $4,533 | $4,920-7.9% | $4,417+2.6% | $6,689-32.2% |
| Admin fee / account holder | $70 | $10,256-99.3% | $8,292-99.2% | $13,390-99.5% |