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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 | $147,709 | $73,988+99.6% | $96,538+53.0% | $75,177+96.5% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 17.30% | 26.73%-9.4pp | 35.74%-18.4pp | 160.75%-143.4pp |
| Employer contribution / active EE | $7,328 | $2,930+150.1% | $3,740+95.9% | $2,671+174.4% |
| Participant deferral / active EE | $4,355 | $3,660+19.0% | $4,880-10.8% | $4,126+5.5% |
| Admin fee / account holder | $287 | $5,220-94.5% | $6,737-95.7% | $5,651-94.9% |