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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 | $96,731+47.8% | $123,973+15.4% | $86,983+64.4% |
| Participation rate | 42.3% | 70.0%-27.7pp | 76.7%-34.4pp | 69.5%-27.2pp |
| Annual return | 20.34% | 17.33%+3.0pp | 388.13%-367.8pp | 25.83%-5.5pp |
| Employer contribution / active EE | $1,853 | $3,297-43.8% | $4,126-55.1% | $2,584-28.3% |
| Participant deferral / active EE | $3,849 | $4,152-7.3% | $5,247-26.7% | $4,194-8.2% |
| Admin fee / account holder | $0 | $8,722-100.0% | $11,799-100.0% | $7,856-100.0% |