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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 | $75,541+202.6% | $152,093+50.3% | $82,637+176.6% |
| Participation rate | 19.0% | 66.5%-47.5pp | 77.8%-58.7pp | 68.1%-49.0pp |
| Annual return | 42.25% | 32.56%+9.7pp | 66.36%-24.1pp | 53.51%-11.3pp |
| Employer contribution / active EE | $760 | $2,622-71.0% | $4,175-81.8% | $2,552-70.2% |
| Participant deferral / active EE | $1,903 | $3,206-40.6% | $5,451-65.1% | $4,126-53.9% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |