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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 | $194,586 | $72,273+169.2% | $101,275+92.1% | $79,856+143.7% |
| Participation rate | 63.3% | 68.5%-5.2pp | 75.8%-12.5pp | 69.6%-6.4pp |
| Annual return | 26.87% | 22.30%+4.6pp | 46.48%-19.6pp | 31.71%-4.8pp |
| Employer contribution / active EE | $4,260 | $2,691+58.3% | $3,660+16.4% | $2,471+72.4% |
| Participant deferral / active EE | $4,809 | $3,282+46.6% | $4,371+10.0% | $3,741+28.6% |
| Admin fee / account holder | $6 | $4,401-99.9% | $5,948-99.9% | $5,306-99.9% |