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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 | $182,370 | $111,814+63.1% | $103,374+76.4% | $145,959+24.9% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 22.59% | 24.77%-2.2pp | 24.89%-2.3pp | 561.95%-539.4pp |
| Employer contribution / active EE | $1,109 | $4,214-73.7% | $3,869-71.3% | $4,661-76.2% |
| Participant deferral / active EE | $8,643 | $5,618+53.8% | $5,058+70.9% | $6,689+29.2% |
| Admin fee / account holder | $152 | $9,754-98.4% | $8,394-98.2% | $13,398-98.9% |