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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 | $224,196 | $88,702+152.8% | $81,780+174.1% | $145,978+53.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 15.24% | 1029.12%-1013.9pp | 776.27%-761.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $479 | $3,084-84.5% | $2,914-83.6% | $4,662-89.7% |
| Participant deferral / active EE | $862 | $4,645-81.5% | $4,321-80.1% | $6,690-87.1% |
| Admin fee / account holder | $25 | $8,414-99.7% | $7,384-99.7% | $13,400-99.8% |