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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 | $181,074 | $110,240+64.3% | $96,544+87.6% | $139,487+29.8% |
| Participation rate | 14.3% | 78.1%-63.8pp | 76.0%-61.7pp | 80.3%-66.1pp |
| Annual return | 13.85% | 26.41%-12.6pp | 25.88%-12.0pp | 373.84%-360.0pp |
| Employer contribution / active EE | $998 | $3,622-72.4% | $2,966-66.3% | $4,755-79.0% |
| Participant deferral / active EE | $3,318 | $5,549-40.2% | $4,851-31.6% | $6,713-50.6% |
| Admin fee / account holder | $20 | $11,602-99.8% | $8,254-99.8% | $11,407-99.8% |