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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 | $209,305 | $154,228+35.7% | $145,433+43.9% | $137,256+52.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 25.75% | 74.59%-48.8pp | 66.58%-40.8pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,539 | $4,804-47.2% | $4,554-44.3% | $4,156-38.9% |
| Participant deferral / active EE | $7,229 | $8,216-12.0% | $7,897-8.5% | $6,407+12.8% |
| Admin fee / account holder | $195 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |