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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 | $201,806 | $152,592+32.3% | $125,180+61.2% | $152,885+32.0% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 26.16% | 54.84%-28.7pp | 43.79%-17.6pp | 345.39%-319.2pp |
| Employer contribution / active EE | $1,333 | $4,947-73.0% | $3,866-65.5% | $4,763-72.0% |
| Participant deferral / active EE | $7,264 | $5,868+23.8% | $4,937+47.1% | $5,851+24.2% |
| Admin fee / account holder | $25 | $13,435-99.8% | $9,703-99.7% | $11,598-99.8% |