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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 | $233,886 | $111,535+109.7% | $105,223+122.3% | $137,256+70.4% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 18.40% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,426 | $3,939-38.4% | $3,689-34.2% | $4,156-41.6% |
| Participant deferral / active EE | $4,852 | $5,500-11.8% | $5,072-4.3% | $6,407-24.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |