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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 | $179,510 | $110,379+62.6% | $102,412+75.3% | $145,884+23.1% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 11.25% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,804 | $4,216-57.2% | $3,870-53.4% | $4,662-61.3% |
| Participant deferral / active EE | $8,193 | $5,622+45.7% | $5,060+61.9% | $6,690+22.5% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |