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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 | $245,392 | $111,785+119.5% | $93,669+162.0% | $145,877+68.2% |
| Participation rate | 23.5% | 74.2%-50.7pp | 68.7%-45.2pp | 80.3%-56.8pp |
| Annual return | 14.09% | 203.79%-189.7pp | 133.59%-119.5pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,344 | $3,096-56.6% | $2,424-44.5% | $4,663-71.2% |
| Participant deferral / active EE | $2,798 | $4,919-43.1% | $4,416-36.6% | $6,691-58.2% |
| Admin fee / account holder | $103 | $10,256-99.0% | $8,291-98.8% | $13,402-99.2% |