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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 | $161,386 | $114,013+41.6% | $103,693+55.6% | $155,188+4.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 58.20% | 49.31%+8.9pp | 47.61%+10.6pp | 148.84%-90.6pp |
| Employer contribution / active EE | $1,115 | $3,131-64.4% | $2,920-61.8% | $4,248-73.8% |
| Participant deferral / active EE | $1,670 | $4,970-66.4% | $4,579-63.5% | $6,531-74.4% |
| Admin fee / account holder | $63 | $8,407-99.3% | $7,858-99.2% | $14,480-99.6% |