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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 | $233,978 | $174,018+34.5% | $136,833+71.0% | $198,609+17.8% |
| Participation rate | 33.3% | 65.1%-31.8pp | 59.0%-25.7pp | 82.4%-49.0pp |
| Annual return | 17.58% | 35.16%-17.6pp | 35.32%-17.7pp | 202.70%-185.1pp |
| Employer contribution / active EE | $1,693 | $1,571+7.8% | $1,319+28.4% | $5,055-66.5% |
| Participant deferral / active EE | $7,833 | $2,873+172.6% | $2,441+220.9% | $6,977+12.3% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |