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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 | $229,504 | $115,225+99.2% | $100,712+127.9% | $138,895+65.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 15.34% | 40.35%-25.0pp | 33.27%-17.9pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,323 | $2,771-52.3% | $2,313-42.8% | $4,194-68.5% |
| Participant deferral / active EE | $2,498 | $4,699-46.8% | $4,085-38.8% | $6,396-60.9% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |