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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 | $247,012 | $115,814+113.3% | $101,275+143.9% | $158,982+55.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 21.29% | 56.16%-34.9pp | 46.48%-25.2pp | 302.99%-281.7pp |
| Employer contribution / active EE | $3,552 | $4,176-14.9% | $3,660-2.9% | $4,763-25.4% |
| Participant deferral / active EE | $6,350 | $4,958+28.1% | $4,371+45.3% | $5,983+6.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |