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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 | $197,715 | $183,539+7.7% | $155,556+27.1% | $145,897+35.5% |
| Participation rate | 58.3% | 82.7%-24.4pp | 78.2%-19.9pp | 80.3%-22.0pp |
| Annual return | 9.80% | 61.31%-51.5pp | 64.84%-55.0pp | 552.29%-542.5pp |
| Employer contribution / active EE | $2,166 | $5,315-59.2% | $4,675-53.7% | $4,663-53.5% |
| Participant deferral / active EE | $5,621 | $6,467-13.1% | $5,631-0.2% | $6,689-16.0% |
| Admin fee / account holder | $214 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |