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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 | $167,833 | $102,429+63.9% | $147,096+14.1% | $80,925+107.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 16.13% | 135.02%-118.9pp | 419.75%-403.6pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,444 | $3,716-61.1% | $4,936-70.7% | $2,756-47.6% |
| Participant deferral / active EE | $4,667 | $6,649-29.8% | $8,071-42.2% | $4,299+8.6% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |