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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 | $174,379+40.2% | $152,093+60.8% | $138,895+76.0% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 16.50% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,205 | $4,652-74.1% | $4,175-71.1% | $4,194-71.3% |
| Participant deferral / active EE | $9,775 | $6,159+58.7% | $5,451+79.3% | $6,396+52.8% |
| Admin fee / account holder | $20 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |