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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 | $233,758 | $211,288+10.6% | $178,540+30.9% | $145,884+60.2% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 16.29% | 30.27%-14.0pp | 27.15%-10.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $1,202 | $4,574-73.7% | $3,953-69.6% | $4,662-74.2% |
| Participant deferral / active EE | $4,684 | $6,967-32.8% | $6,281-25.4% | $6,690-30.0% |
| Admin fee / account holder | $20 | $12,105-99.8% | $10,424-99.8% | $13,392-99.9% |