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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 | $158,169 | $85,060+86.0% | $70,548+124.2% | $139,456+13.4% |
| Participation rate | 50.0% | 73.9%-23.9pp | 68.3%-18.3pp | 80.3%-30.3pp |
| Annual return | 31.11% | 30.38%+0.7pp | 32.78%-1.7pp | 373.45%-342.3pp |
| Employer contribution / active EE | $864 | $3,911-77.9% | $2,975-71.0% | $4,753-81.8% |
| Participant deferral / active EE | $13,555 | $5,890+130.1% | $4,567+196.8% | $6,711+102.0% |
| Admin fee / account holder | $189 | $8,925-97.9% | $6,424-97.1% | $11,407-98.3% |