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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 | $214,309 | $126,113+69.9% | $116,096+84.6% | $155,188+38.1% |
| Participation rate | 57.1% | 75.1%-18.0pp | 73.3%-16.2pp | 80.8%-23.7pp |
| Annual return | 14.44% | 391.72%-377.3pp | 326.25%-311.8pp | 148.84%-134.4pp |
| Employer contribution / active EE | $3,785 | $2,672+41.7% | $2,503+51.2% | $4,248-10.9% |
| Participant deferral / active EE | $11,467 | $4,162+175.5% | $3,952+190.2% | $6,531+75.6% |
| Admin fee / account holder | $13 | $8,045-99.8% | $7,704-99.8% | $14,480-99.9% |