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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 | $195,374 | $183,627+6.4% | $155,602+25.6% | $145,978+33.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.99% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $2,553 | $5,316-52.0% | $4,675-45.4% | $4,662-45.2% |
| Participant deferral / active EE | $6,490 | $6,466+0.4% | $5,629+15.3% | $6,690-3.0% |
| Admin fee / account holder | $5 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |