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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 | $177,450 | $157,304+12.8% | $141,197+25.7% | $152,909+16.0% |
| Participation rate | 53.8% | 84.8%-31.0pp | 82.5%-28.6pp | 82.5%-28.6pp |
| Annual return | 27.30% | 64.34%-37.0pp | 71.41%-44.1pp | 345.46%-318.2pp |
| Employer contribution / active EE | $3,027 | $5,263-42.5% | $4,736-36.1% | $4,764-36.5% |
| Participant deferral / active EE | $7,620 | $7,111+7.2% | $6,710+13.6% | $5,851+30.2% |
| Admin fee / account holder | -$678 | $12,126-105.6% | $10,265-106.6% | $11,601-105.8% |