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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 | $106,210 | $95,453+11.3% | $112,040-5.2% | $82,448+28.8% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.5%-76.5pp | 68.1%-68.1pp |
| Annual return | 24.84% | 23.92%+0.9pp | 24.52%+0.3pp | 41.64%-16.8pp |
| Employer contribution / active EE | $3,538 | $2,318+52.6% | $2,954+19.8% | $2,551+38.7% |
| Participant deferral / active EE | $6,594 | $4,224+56.1% | $5,098+29.3% | $4,139+59.3% |
| Admin fee / account holder | $189 | $9,013-97.9% | $12,098-98.4% | $7,234-97.4% |