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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 | $180,688 | $152,460+18.5% | $118,746+52.2% | $147,586+22.4% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.3%-18.3pp | 82.8%-22.8pp |
| Annual return | 22.77% | 17.41%+5.4pp | 24.54%-1.8pp | 578.59%-555.8pp |
| Employer contribution / active EE | $1,230 | $5,046-75.6% | $4,193-70.7% | $4,876-74.8% |
| Participant deferral / active EE | $3,792 | $6,212-39.0% | $5,332-28.9% | $5,439-30.3% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,886-100.0% |