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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 | $148,326 | $111,814+32.7% | $103,378+43.5% | $145,978+1.6% |
| Participation rate | 43.8% | 77.9%-34.2pp | 74.5%-30.8pp | 80.3%-36.5pp |
| Annual return | 15.54% | 24.80%-9.3pp | 24.91%-9.4pp | 550.52%-535.0pp |
| Employer contribution / active EE | $3,148 | $4,215-25.3% | $3,870-18.7% | $4,662-32.5% |
| Participant deferral / active EE | $5,853 | $5,618+4.2% | $5,058+15.7% | $6,690-12.5% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |