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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 | $198,849 | $154,228+28.9% | $145,433+36.7% | $137,256+44.9% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 19.84% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.5pp |
| Employer contribution / active EE | $957 | $4,804-80.1% | $4,554-79.0% | $4,156-77.0% |
| Participant deferral / active EE | $7,833 | $8,216-4.7% | $7,897-0.8% | $6,407+22.3% |
| Admin fee / account holder | $86 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |