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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 | $100,970+143.5% | $96,576+154.6% | $137,256+79.1% |
| Participation rate | 40.0% | 82.6%-42.6pp | 81.4%-41.4pp | 80.0%-40.0pp |
| Annual return | 19.83% | 38.16%-18.3pp | 38.47%-18.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,806 | $3,809-26.3% | $3,553-21.0% | $4,156-32.5% |
| Participant deferral / active EE | $17,172 | $8,286+107.2% | $7,956+115.8% | $6,407+168.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |