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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 | $176,375 | $90,486+94.9% | $78,676+124.2% | $273,972-35.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 240.77% | 75.62%+165.1pp | 62.19%+178.6pp | 41.46%+199.3pp |
| Employer contribution / active EE | $1,038 | $3,175-67.3% | $2,850-63.6% | $4,869-78.7% |
| Participant deferral / active EE | $3,160 | $3,901-19.0% | $3,517-10.1% | $5,287-40.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |