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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 | $142,214 | $110,212+29.0% | $96,534+47.3% | $139,466+2.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 25.14% | 26.42%-1.3pp | 25.88%-0.7pp | 373.66%-348.5pp |
| Employer contribution / active EE | $6,058 | $3,620+67.4% | $2,965+104.3% | $4,754+27.4% |
| Participant deferral / active EE | $23,994 | $5,547+332.5% | $4,851+394.6% | $6,712+257.5% |
| Admin fee / account holder | $4 | $11,599-100.0% | $8,253-99.9% | $11,409-100.0% |