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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 | $239,165 | $124,980+91.4% | $108,359+120.7% | $154,746+54.6% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 18.22% | 45.00%-26.8pp | 36.89%-18.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $6,253 | $2,851+119.4% | $2,399+160.6% | $4,379+42.8% |
| Participant deferral / active EE | $15,500 | $4,743+226.8% | $4,137+274.7% | $6,730+130.3% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |