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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 | $145,456 | $34,316+323.9% | $74,722+94.7% | $72,975+99.3% |
| Participation rate | 10.0% | 42.4%-32.4pp | 54.5%-44.5pp | 69.5%-59.5pp |
| Annual return | 34.46% | 26.58%+7.9pp | 753.11%-718.7pp | 81.01%-46.6pp |
| Employer contribution / active EE | $428 | $692-38.1% | $1,084-60.5% | $2,440-82.4% |
| Participant deferral / active EE | $1,789 | $1,272+40.7% | $1,963-8.9% | $3,608-50.4% |
| Admin fee / account holder | $15 | $2,125-99.3% | $3,335-99.6% | $5,124-99.7% |