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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 | $142,000 | $104,106+36.4% | $71,086+99.8% | $135,379+4.9% |
| Participation rate | 20.0% | 65.7%-45.7pp | 54.7%-34.7pp | 82.6%-62.6pp |
| Annual return | 8.23% | 1256.30%-1248.1pp | 650.59%-642.4pp | 519.79%-511.6pp |
| Employer contribution / active EE | $416 | $1,485-72.0% | $1,088-61.8% | $4,779-91.3% |
| Participant deferral / active EE | $2,600 | $2,527+2.9% | $1,874+38.7% | $5,609-53.6% |
| Admin fee / account holder | $50 | $4,142-98.8% | $3,082-98.4% | $10,828-99.5% |