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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 | $181,062+35.0% | $158,223+54.5% | $155,188+57.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.50% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,205 | $4,565-73.6% | $4,109-70.7% | $4,248-71.6% |
| Participant deferral / active EE | $9,775 | $6,134+59.3% | $5,467+78.8% | $6,531+49.7% |
| Admin fee / account holder | $20 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |