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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 | $160,005 | $61,605+159.7% | $112,273+42.5% | $75,173+112.8% |
| Participation rate | 32.5% | 61.7%-29.2pp | 72.4%-39.9pp | 67.2%-34.7pp |
| Annual return | 15.96% | 28.47%-12.5pp | 30.23%-14.3pp | 160.72%-144.8pp |
| Employer contribution / active EE | $2,737 | $2,015+35.8% | $3,431-20.2% | $2,671+2.5% |
| Participant deferral / active EE | $4,044 | $3,108+30.1% | $4,800-15.8% | $4,126-2.0% |
| Admin fee / account holder | $19 | $4,862-99.6% | $7,752-99.8% | $5,651-99.7% |