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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 | $155,555+38.2% | $146,866+46.3% | $155,188+38.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 18.08% | 115.41%-97.3pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,911 | $4,647-58.9% | $4,425-56.8% | $4,248-55.0% |
| Participant deferral / active EE | $6,997 | $8,044-13.0% | $7,759-9.8% | $6,531+7.1% |
| Admin fee / account holder | $208 | $14,755-98.6% | $13,620-98.5% | $14,480-98.6% |