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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 | $236,064 | $110,240+114.1% | $96,544+144.5% | $139,487+69.2% |
| Participation rate | 43.8% | 78.1%-34.4pp | 76.0%-32.2pp | 80.3%-36.6pp |
| Annual return | 16.92% | 26.41%-9.5pp | 25.88%-9.0pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,673 | $3,622-26.2% | $2,966-9.9% | $4,755-43.8% |
| Participant deferral / active EE | $6,941 | $5,549+25.1% | $4,851+43.1% | $6,713+3.4% |
| Admin fee / account holder | $10 | $11,602-99.9% | $8,254-99.9% | $11,407-99.9% |