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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 | $166,609 | $115,225+44.6% | $100,712+65.4% | $138,895+20.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 19.52% | 40.35%-20.8pp | 33.27%-13.7pp | 145.39%-125.9pp |
| Employer contribution / active EE | $2,563 | $2,771-7.5% | $2,313+10.8% | $4,194-38.9% |
| Participant deferral / active EE | $8,630 | $4,699+83.6% | $4,085+111.3% | $6,396+34.9% |
| Admin fee / account holder | $5 | $10,844-100.0% | $9,256-99.9% | $12,562-100.0% |