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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 | $172,301 | $96,731+78.1% | $123,973+39.0% | $86,983+98.1% |
| Participation rate | 53.8% | 70.0%-16.2pp | 76.7%-22.8pp | 69.5%-15.7pp |
| Annual return | 17.13% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $1,491 | $3,297-54.8% | $4,126-63.9% | $2,584-42.3% |
| Participant deferral / active EE | $4,704 | $4,152+13.3% | $5,247-10.3% | $4,194+12.2% |
| Admin fee / account holder | $17 | $8,722-99.8% | $11,799-99.9% | $7,856-99.8% |