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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 | $228,605 | $86,050+165.7% | $189,758+20.5% | $94,015+143.2% |
| Participation rate | 19.0% | 68.9%-49.9pp | 79.8%-60.7pp | 70.8%-51.8pp |
| Annual return | 42.25% | 17.77%+24.5pp | 52.62%-10.4pp | 17.84%+24.4pp |
| Employer contribution / active EE | $760 | $2,819-73.0% | $4,767-84.0% | $2,790-72.7% |
| Participant deferral / active EE | $1,903 | $3,349-43.2% | $5,856-67.5% | $4,249-55.2% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |