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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 | $162,043 | $90,691+78.7% | $76,119+112.9% | $145,884+11.1% |
| Participation rate | 38.9% | 74.5%-35.6pp | 69.1%-30.2pp | 80.3%-41.4pp |
| Annual return | 9.55% | 624.52%-615.0pp | 361.25%-351.7pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,127 | $3,329-66.1% | $2,693-58.1% | $4,662-75.8% |
| Participant deferral / active EE | $4,010 | $5,167-22.4% | $4,259-5.9% | $6,690-40.1% |
| Admin fee / account holder | $171 | $8,383-98.0% | $6,421-97.3% | $13,392-98.7% |