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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 | $179,723 | $56,134+220.2% | $96,171+86.9% | $85,847+109.4% |
| Participation rate | 15.5% | 56.7%-41.2pp | 68.4%-52.9pp | 69.3%-53.8pp |
| Annual return | 17.74% | 42.30%-24.6pp | 192.04%-174.3pp | 318.61%-300.9pp |
| Employer contribution / active EE | $577 | $1,620-64.4% | $2,799-79.4% | $2,565-77.5% |
| Participant deferral / active EE | $1,733 | $2,858-39.4% | $4,350-60.2% | $3,952-56.2% |
| Admin fee / account holder | $0 | $3,769-100.0% | $5,538-100.0% | $6,261-100.0% |