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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 | $78,690+190.5% | $161,489+41.6% | $87,485+161.3% |
| Participation rate | 19.0% | 67.5%-48.4pp | 78.7%-59.6pp | 68.9%-49.9pp |
| Annual return | 42.25% | 32.74%+9.5pp | 89.72%-47.5pp | 26.06%+16.2pp |
| Employer contribution / active EE | $760 | $2,588-70.6% | $4,268-82.2% | $2,596-70.7% |
| Participant deferral / active EE | $1,903 | $3,311-42.5% | $5,630-66.2% | $4,274-55.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |