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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 | $230,819 | $127,296+81.3% | $109,907+110.0% | $167,536+37.8% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.2%-61.7pp | 82.1%-69.6pp |
| Annual return | 16.18% | 22.97%-6.8pp | 29.46%-13.3pp | 478.82%-462.6pp |
| Employer contribution / active EE | $960 | $3,325-71.1% | $2,844-66.2% | $4,839-80.2% |
| Participant deferral / active EE | $3,250 | $4,513-28.0% | $4,047-19.7% | $6,342-48.8% |
| Admin fee / account holder | $20 | $7,119-99.7% | $6,069-99.7% | $12,315-99.8% |