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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 | $212,211 | $124,980+69.8% | $108,359+95.8% | $154,746+37.1% |
| Participation rate | 16.7% | 75.2%-58.5pp | 70.1%-53.5pp | 80.7%-64.0pp |
| Annual return | 218.47% | 45.00%+173.5pp | 36.89%+181.6pp | 172.34%+46.1pp |
| Employer contribution / active EE | $572 | $2,851-79.9% | $2,399-76.2% | $4,379-86.9% |
| Participant deferral / active EE | $1,259 | $4,743-73.4% | $4,137-69.6% | $6,730-81.3% |
| Admin fee / account holder | $184 | $11,502-98.4% | $9,741-98.1% | $14,365-98.7% |