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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 | $155,888 | $70,366+121.5% | $66,674+133.8% | $138,895+12.2% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.7%-17.4pp | 79.9%-23.7pp |
| Annual return | 17.06% | 386.41%-369.3pp | 321.24%-304.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,272 | $2,765-17.8% | $2,620-13.3% | $4,194-45.8% |
| Participant deferral / active EE | $3,368 | $4,374-23.0% | $4,084-17.5% | $6,396-47.3% |
| Admin fee / account holder | $275 | $5,262-94.8% | $5,098-94.6% | $12,562-97.8% |