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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 | $202,207 | $124,980+61.8% | $108,359+86.6% | $154,746+30.7% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 19.74% | 45.00%-25.3pp | 36.89%-17.2pp | 172.34%-152.6pp |
| Employer contribution / active EE | $759 | $2,851-73.4% | $2,399-68.4% | $4,379-82.7% |
| Participant deferral / active EE | $4,700 | $4,743-0.9% | $4,137+13.6% | $6,730-30.2% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |