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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 | $154,228+39.4% | $145,433+47.8% | $137,256+56.6% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 18.08% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,911 | $4,804-60.2% | $4,554-58.0% | $4,156-54.0% |
| Participant deferral / active EE | $6,997 | $8,216-14.8% | $7,897-11.4% | $6,407+9.2% |
| Admin fee / account holder | $208 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |