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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 | $172,983 | $99,053+74.6% | $88,179+96.2% | $138,895+24.5% |
| Participation rate | 30.8% | 74.2%-43.5pp | 69.1%-38.4pp | 79.9%-49.1pp |
| Annual return | 11.40% | 78.17%-66.8pp | 64.97%-53.6pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,206 | $2,882-23.4% | $2,549-13.5% | $4,194-47.4% |
| Participant deferral / active EE | $3,708 | $5,225-29.0% | $4,614-19.6% | $6,396-42.0% |
| Admin fee / account holder | $167 | $8,748-98.1% | $7,673-97.8% | $12,562-98.7% |