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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 | $203,468 | $106,918+90.3% | $84,021+142.2% | $152,897+33.1% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 23.50% | 105.01%-81.5pp | 71.32%-47.8pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,150 | $2,735-58.0% | $1,984-42.0% | $4,764-75.9% |
| Participant deferral / active EE | $15,306 | $4,012+281.5% | $3,239+372.5% | $5,851+161.6% |
| Admin fee / account holder | $20 | $8,288-99.8% | $6,102-99.7% | $11,599-99.8% |