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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 | $223,562 | $110,379+102.5% | $102,412+118.3% | $145,884+53.2% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 13.80% | 24.84%-11.0pp | 24.94%-11.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,414 | $4,216-42.8% | $3,870-37.6% | $4,662-48.2% |
| Participant deferral / active EE | $5,786 | $5,622+2.9% | $5,060+14.3% | $6,690-13.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |