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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 | $135,664 | $34,316+295.3% | $74,722+81.6% | $72,975+85.9% |
| Participation rate | 21.6% | 42.4%-20.8pp | 54.5%-32.8pp | 69.5%-47.9pp |
| Annual return | 22.37% | 26.58%-4.2pp | 753.11%-730.7pp | 81.01%-58.6pp |
| Employer contribution / active EE | $390 | $692-43.6% | $1,084-64.0% | $2,440-84.0% |
| Participant deferral / active EE | $2,161 | $1,272+69.9% | $1,963+10.1% | $3,608-40.1% |
| Admin fee / account holder | $238 | $2,125-88.8% | $3,335-92.9% | $5,124-95.4% |