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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 | $217,793 | $114,119+90.8% | $107,187+103.2% | $138,895+56.8% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 17.51% | 273.21%-255.7pp | 204.55%-187.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $960 | $4,059-76.4% | $3,782-74.6% | $4,194-77.1% |
| Participant deferral / active EE | $2,545 | $5,538-54.0% | $5,096-50.1% | $6,396-60.2% |
| Admin fee / account holder | $30 | $10,024-99.7% | $9,162-99.7% | $12,562-99.8% |