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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 | $169,656 | $72,492+134.0% | $87,104+94.8% | $72,975+132.5% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 27.76% | 24.46%+3.3pp | 28.19%-0.4pp | 81.01%-53.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,202 | $3,270+150.9% | $4,048+102.6% | $3,608+127.4% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |