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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 | $205,006 | $161,352+27.1% | $134,172+52.8% | $137,256+49.4% |
| Participation rate | 33.3% | 78.3%-45.0pp | 72.5%-39.1pp | 80.0%-46.6pp |
| Annual return | 19.85% | 28.72%-8.9pp | 25.30%-5.4pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,023 | $4,099-75.0% | $3,420-70.1% | $4,156-75.4% |
| Participant deferral / active EE | $7,833 | $5,552+41.1% | $4,690+67.0% | $6,407+22.3% |
| Admin fee / account holder | $227 | $15,028-98.5% | $12,016-98.1% | $12,270-98.1% |