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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 | $97,125+78.1% | $86,233+100.6% | $137,256+26.0% |
| Participation rate | 30.8% | 74.2%-43.4pp | 69.0%-38.2pp | 80.0%-49.2pp |
| Annual return | 11.40% | 74.19%-62.8pp | 61.39%-50.0pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,206 | $2,841-22.4% | $2,504-11.9% | $4,156-46.9% |
| Participant deferral / active EE | $3,708 | $5,180-28.4% | $4,559-18.7% | $6,407-42.1% |
| Admin fee / account holder | $167 | $9,725-98.3% | $8,342-98.0% | $12,270-98.6% |