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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 | $167,880 | $73,978+126.9% | $96,515+73.9% | $75,173+123.3% |
| Participation rate | 44.0% | 66.4%-22.4pp | 74.3%-30.3pp | 67.2%-23.2pp |
| Annual return | 14.46% | 26.72%-12.3pp | 35.73%-21.3pp | 160.72%-146.3pp |
| Employer contribution / active EE | $1,362 | $2,931-53.5% | $3,740-63.6% | $2,671-49.0% |
| Participant deferral / active EE | $7,114 | $3,660+94.4% | $4,880+45.8% | $4,126+72.4% |
| Admin fee / account holder | $4 | $5,219-99.9% | $6,735-99.9% | $5,651-99.9% |