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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 | $143,015 | $88,672+61.3% | $105,223+35.9% | $82,448+73.5% |
| Participation rate | 42.3% | 67.9%-25.6pp | 75.0%-32.7pp | 68.1%-25.8pp |
| Annual return | 20.34% | 30.86%-10.5pp | 180.65%-160.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,853 | $3,048-39.2% | $3,689-49.8% | $2,551-27.4% |
| Participant deferral / active EE | $3,849 | $4,036-4.6% | $5,072-24.1% | $4,139-7.0% |
| Admin fee / account holder | $0 | $7,146-100.0% | $8,859-100.0% | $7,234-100.0% |