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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 | $126,661+70.3% | $113,397+90.3% | $138,895+55.3% |
| Participation rate | 45.5% | 79.4%-34.0pp | 76.5%-31.0pp | 79.9%-34.5pp |
| Annual return | 13.67% | 25.05%-11.4pp | 23.20%-9.5pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,254 | $3,456-63.7% | $2,977-57.9% | $4,194-70.1% |
| Participant deferral / active EE | $7,414 | $5,693+30.2% | $5,076+46.0% | $6,396+15.9% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |