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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 | $245,894 | $107,666+128.4% | $102,184+140.6% | $154,746+58.9% |
| Participation rate | 40.0% | 83.7%-43.7pp | 82.6%-42.6pp | 80.7%-40.7pp |
| Annual return | 19.83% | 29.33%-9.5pp | 31.58%-11.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,806 | $3,846-27.1% | $3,594-21.9% | $4,379-35.9% |
| Participant deferral / active EE | $17,172 | $8,719+96.9% | $8,309+106.7% | $6,730+155.1% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |