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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 | $231,121 | $90,614+155.1% | $76,089+203.8% | $145,877+58.4% |
| Participation rate | 33.3% | 74.5%-41.2pp | 69.1%-35.8pp | 80.3%-47.0pp |
| Annual return | 15.28% | 623.80%-608.5pp | 360.94%-345.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $667 | $3,324-79.9% | $2,690-75.2% | $4,663-85.7% |
| Participant deferral / active EE | $7,497 | $5,168+45.1% | $4,259+76.0% | $6,691+12.0% |
| Admin fee / account holder | $20 | $8,376-99.8% | $6,418-99.7% | $13,402-99.9% |