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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 | $233,108 | $156,616+48.8% | $133,346+74.8% | $198,609+17.4% |
| Participation rate | 38.5% | 77.7%-39.3pp | 72.8%-34.4pp | 82.4%-43.9pp |
| Annual return | 20.67% | 44.25%-23.6pp | 36.85%-16.2pp | 202.70%-182.0pp |
| Employer contribution / active EE | $788 | $3,368-76.6% | $2,853-72.4% | $5,055-84.4% |
| Participant deferral / active EE | $1,741 | $4,920-64.6% | $4,332-59.8% | $6,977-75.0% |
| Admin fee / account holder | $18 | $17,468-99.9% | $14,264-99.9% | $19,030-99.9% |