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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 | $218,033 | $100,147+117.7% | $81,286+168.2% | $145,877+49.5% |
| Participation rate | 47.6% | 74.2%-26.6pp | 69.5%-21.9pp | 80.3%-32.7pp |
| Annual return | 13.94% | 34.44%-20.5pp | 24.80%-10.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,481 | $2,977-50.3% | $2,463-39.9% | $4,663-68.2% |
| Participant deferral / active EE | $5,052 | $4,607+9.7% | $3,883+30.1% | $6,691-24.5% |
| Admin fee / account holder | $9 | $8,201-99.9% | $5,764-99.8% | $13,402-99.9% |