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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 | $106,974+103.5% | $90,796+139.8% | $138,895+56.7% |
| Participation rate | 41.7% | 74.9%-33.2pp | 69.5%-27.8pp | 79.9%-38.3pp |
| Annual return | 20.82% | 20.10%+0.7pp | 19.29%+1.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $5,299 | $2,609+103.1% | $2,294+131.0% | $4,194+26.3% |
| Participant deferral / active EE | $2,526 | $4,455-43.3% | $3,822-33.9% | $6,396-60.5% |
| Admin fee / account holder | $20 | $8,626-99.8% | $7,024-99.7% | $12,562-99.8% |