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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 | $162,144 | $78,423+106.8% | $95,964+69.0% | $79,856+103.0% |
| Participation rate | 67.4% | 73.5%-6.1pp | 77.1%-9.7pp | 69.6%-2.2pp |
| Annual return | 22.65% | 19.37%+3.3pp | 91.64%-69.0pp | 31.71%-9.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,581 | $3,440-54.1% | $4,167-62.1% | $3,741-57.7% |
| Admin fee / account holder | $175 | $5,622-96.9% | $6,797-97.4% | $5,306-96.7% |