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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 | $214,920 | $156,398+37.4% | $147,318+45.9% | $138,895+54.7% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 79.9%-17.4pp |
| Annual return | 18.08% | 78.75%-60.7pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,911 | $4,853-60.6% | $4,593-58.4% | $4,194-54.4% |
| Participant deferral / active EE | $6,997 | $8,237-15.1% | $7,906-11.5% | $6,396+9.4% |
| Admin fee / account holder | $208 | $14,976-98.6% | $13,708-98.5% | $12,562-98.3% |