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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 | $229,608 | $209,336+9.7% | $197,124+16.5% | $137,256+67.3% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 18.59% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,252 | $6,591-65.8% | $6,227-63.8% | $4,156-45.8% |
| Participant deferral / active EE | $4,814 | $9,614-49.9% | $9,135-47.3% | $6,407-24.9% |
| Admin fee / account holder | $79 | $17,308-99.5% | $16,298-99.5% | $12,270-99.4% |