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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 | $162,136+22.6% | $152,301+30.6% | $154,746+28.5% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 19.84% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $957 | $4,890-80.4% | $4,624-79.3% | $4,379-78.1% |
| Participant deferral / active EE | $7,833 | $8,341-6.1% | $8,004-2.1% | $6,730+16.4% |
| Admin fee / account holder | $86 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |