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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 | $234,799 | $211,239+11.2% | $178,528+31.5% | $145,877+61.0% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 16.51% | 30.22%-13.7pp | 27.11%-10.6pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,740 | $4,570-61.9% | $3,950-55.9% | $4,663-62.7% |
| Participant deferral / active EE | $6,886 | $6,963-1.1% | $6,278+9.7% | $6,691+2.9% |
| Admin fee / account holder | $40 | $12,095-99.7% | $10,419-99.6% | $13,402-99.7% |