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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 | $122,922 | $56,134+119.0% | $96,171+27.8% | $85,847+43.2% |
| Participation rate | 5.3% | 56.7%-51.5pp | 68.4%-63.2pp | 69.3%-64.1pp |
| Annual return | 15.70% | 42.30%-26.6pp | 192.04%-176.3pp | 318.61%-302.9pp |
| Employer contribution / active EE | $586 | $1,620-63.8% | $2,799-79.1% | $2,565-77.2% |
| Participant deferral / active EE | $1,371 | $2,858-52.0% | $4,350-68.5% | $3,952-65.3% |
| Admin fee / account holder | $15 | $3,769-99.6% | $5,538-99.7% | $6,261-99.8% |