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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 | $138,875 | $81,208+71.0% | $98,920+40.4% | $79,856+73.9% |
| Participation rate | 64.3% | 72.5%-8.2pp | 76.0%-11.7pp | 69.6%-5.4pp |
| Annual return | 20.97% | 60.99%-40.0pp | 196.47%-175.5pp | 31.71%-10.7pp |
| Employer contribution / active EE | $3,076 | $1,960+56.9% | $2,689+14.4% | $2,471+24.5% |
| Participant deferral / active EE | $5,388 | $3,265+65.0% | $4,245+26.9% | $3,741+44.1% |
| Admin fee / account holder | $103 | $6,013-98.3% | $6,643-98.4% | $5,306-98.1% |