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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 | $156,551 | $69,248+126.1% | $64,101+144.2% | $139,466+12.2% |
| Participation rate | 68.8% | 75.6%-6.8pp | 72.3%-3.6pp | 80.3%-11.6pp |
| Annual return | 17.79% | 45.95%-28.2pp | 33.72%-15.9pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,006 | $3,185-37.0% | $2,749-27.0% | $4,754-57.8% |
| Participant deferral / active EE | $4,750 | $4,682+1.4% | $3,881+22.4% | $6,712-29.2% |
| Admin fee / account holder | $168 | $4,247-96.1% | $3,070-94.5% | $11,409-98.5% |