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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 | $239,736 | $93,346+156.8% | $71,796+233.9% | $273,972-12.5% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 83.0%-33.0pp |
| Annual return | 5.13% | 130.39%-125.3pp | 78.04%-72.9pp | 41.46%-36.3pp |
| Employer contribution / active EE | $3,641 | $2,733+33.2% | $1,924+89.2% | $4,869-25.2% |
| Participant deferral / active EE | $8,130 | $3,475+134.0% | $2,794+190.9% | $5,287+53.8% |
| Admin fee / account holder | -$94 | $6,571-101.4% | $4,815-101.9% | $10,133-100.9% |