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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 | $217,701 | $99,380+119.1% | $90,312+141.1% | $155,188+40.3% |
| Participation rate | 41.7% | 77.3%-35.7pp | 72.9%-31.2pp | 80.8%-39.1pp |
| Annual return | 20.82% | 19.35%+1.5pp | 18.90%+1.9pp | 148.84%-128.0pp |
| Employer contribution / active EE | $5,299 | $2,390+121.7% | $2,243+136.3% | $4,248+24.7% |
| Participant deferral / active EE | $2,526 | $4,212-40.0% | $3,749-32.6% | $6,531-61.3% |
| Admin fee / account holder | $20 | $9,766-99.8% | $8,248-99.8% | $14,480-99.9% |