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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 | $192,314 | $110,379+74.2% | $102,412+87.8% | $145,884+31.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 17.48% | 24.84%-7.4pp | 24.94%-7.5pp | 551.85%-534.4pp |
| Employer contribution / active EE | $10,625 | $4,216+152.0% | $3,870+174.6% | $4,662+127.9% |
| Participant deferral / active EE | $20,333 | $5,622+261.7% | $5,060+301.8% | $6,690+204.0% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |