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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 | $244,495 | $185,312+31.9% | $161,489+51.4% | $154,746+58.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.50% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,205 | $4,769-74.7% | $4,268-71.8% | $4,379-72.5% |
| Participant deferral / active EE | $9,775 | $6,350+53.9% | $5,630+73.6% | $6,730+45.2% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |