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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 | $202,667 | $67,352+200.9% | $60,899+232.8% | $134,509+50.7% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | 75.59% | 49.99%+25.6pp | 16.92%+58.7pp | 418.13%-342.5pp |
| Employer contribution / active EE | $947 | $3,098-69.4% | $2,702-65.0% | $4,741-80.0% |
| Participant deferral / active EE | $1,080 | $4,539-76.2% | $3,817-71.7% | $6,400-83.1% |
| Admin fee / account holder | $288 | $4,585-93.7% | $3,225-91.1% | $11,427-97.5% |