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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 | $156,398+33.8% | $147,318+42.1% | $138,895+50.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 25.75% | 78.75%-53.0pp | 70.43%-44.7pp | 145.39%-119.6pp |
| Employer contribution / active EE | $2,539 | $4,853-47.7% | $4,593-44.7% | $4,194-39.5% |
| Participant deferral / active EE | $7,229 | $8,237-12.2% | $7,906-8.6% | $6,396+13.0% |
| Admin fee / account holder | $195 | $14,976-98.7% | $13,708-98.6% | $12,562-98.4% |