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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 | $215,766 | $124,425+73.4% | $112,040+92.6% | $137,256+57.2% |
| Participation rate | 45.5% | 79.3%-33.9pp | 76.5%-31.0pp | 80.0%-34.5pp |
| Annual return | 13.67% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,254 | $3,411-63.2% | $2,954-57.5% | $4,156-69.8% |
| Participant deferral / active EE | $7,414 | $5,718+29.6% | $5,098+45.4% | $6,407+15.7% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |