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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 | $166,325 | $102,696+62.0% | $86,235+92.9% | $139,487+19.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 17.03% | 1925.91%-1908.9pp | 1170.03%-1153.0pp | 373.84%-356.8pp |
| Employer contribution / active EE | $860 | $3,034-71.7% | $2,381-63.9% | $4,755-81.9% |
| Participant deferral / active EE | $11,375 | $4,679+143.1% | $3,987+185.3% | $6,713+69.5% |
| Admin fee / account holder | $300 | $8,667-96.5% | $6,856-95.6% | $11,407-97.4% |