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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 | $226,927 | $88,702+155.8% | $81,780+177.5% | $145,978+55.5% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.4%-50.1pp | 80.3%-58.1pp |
| Annual return | 12.24% | 1029.12%-1016.9pp | 776.27%-764.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $1,595 | $3,084-48.3% | $2,914-45.3% | $4,662-65.8% |
| Participant deferral / active EE | $6,100 | $4,645+31.3% | $4,321+41.2% | $6,690-8.8% |
| Admin fee / account holder | $276 | $8,414-96.7% | $7,384-96.3% | $13,400-97.9% |