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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 | $225,417 | $177,156+27.2% | $147,027+53.3% | $154,746+45.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 73.7%-18.2pp | 80.7%-25.1pp |
| Annual return | 19.02% | 21.94%-2.9pp | 20.23%-1.2pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,079 | $4,336-75.1% | $3,626-70.2% | $4,379-75.4% |
| Participant deferral / active EE | $1,837 | $5,797-68.3% | $4,933-62.8% | $6,730-72.7% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |