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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 | $206,685 | $55,684+271.2% | $75,900+172.3% | $72,976+183.2% |
| Participation rate | 16.0% | 61.1%-45.1pp | 69.3%-53.3pp | 69.5%-53.5pp |
| Annual return | 25.49% | 27.60%-2.1pp | 30.73%-5.2pp | 81.02%-55.5pp |
| Employer contribution / active EE | $2,437 | $1,687+44.5% | $2,501-2.6% | $2,440-0.1% |
| Participant deferral / active EE | $3,558 | $2,634+35.1% | $3,604-1.3% | $3,608-1.4% |
| Admin fee / account holder | $228 | $3,981-94.3% | $5,421-95.8% | $5,124-95.5% |