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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 | $163,201 | $60,139+171.4% | $90,461+80.4% | $79,856+104.4% |
| Participation rate | 40.6% | 65.0%-24.4pp | 72.7%-32.1pp | 69.6%-29.0pp |
| Annual return | 17.88% | 71.96%-54.1pp | 1294.76%-1276.9pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,764 | $2,069-14.7% | $3,264-46.0% | $2,471-28.6% |
| Participant deferral / active EE | $3,963 | $2,939+34.8% | $3,9640% | $3,741+5.9% |
| Admin fee / account holder | $19 | $3,978-99.5% | $5,617-99.7% | $5,306-99.6% |