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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 | $211,442 | $69,118+205.9% | $53,647+294.1% | $138,895+52.2% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 14.93% | 248.26%-233.3pp | 358.33%-343.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $208 | $1,189-82.5% | $962-78.4% | $4,194-95.0% |
| Participant deferral / active EE | $4,700 | $2,274+106.7% | $1,813+159.2% | $6,396-26.5% |
| Admin fee / account holder | $30 | $2,724-98.9% | $2,460-98.8% | $12,562-99.8% |