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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 | $110,410+65.2% | $102,437+78.0% | $145,897+25.0% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 22.59% | 24.85%-2.3pp | 24.95%-2.4pp | 552.29%-529.7pp |
| Employer contribution / active EE | $1,109 | $4,217-73.7% | $3,871-71.4% | $4,663-76.2% |
| Participant deferral / active EE | $8,643 | $5,622+53.7% | $5,060+70.8% | $6,689+29.2% |
| Admin fee / account holder | $152 | $9,745-98.4% | $8,388-98.2% | $13,390-98.9% |