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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 | $124,212 | $74,535+66.6% | $100,712+23.3% | $82,637+50.3% |
| Participation rate | 66.7% | 61.2%+5.5pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 18.12% | 18.92%-0.8pp | 33.27%-15.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $3,213 | $1,503+113.8% | $2,313+38.9% | $2,552+25.9% |
| Participant deferral / active EE | $7,082 | $3,074+130.4% | $4,085+73.4% | $4,126+71.6% |
| Admin fee / account holder | $243 | $6,576-96.3% | $9,256-97.4% | $7,339-96.7% |