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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 | $166,915 | $93,117+79.3% | $77,096+116.5% | $134,532+24.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | 25.48% | 62.67%-37.2pp | 42.35%-16.9pp | 418.27%-392.8pp |
| Employer contribution / active EE | $1,316 | $3,420-61.5% | $2,814-53.3% | $4,741-72.3% |
| Participant deferral / active EE | $1,373 | $5,241-73.8% | $4,429-69.0% | $6,401-78.6% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |