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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 | $202,445 | $135,956+48.9% | $123,894+63.4% | $273,972-26.1% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 7.66% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,857 | $5,170-64.1% | $4,617-59.8% | $4,869-61.9% |
| Participant deferral / active EE | $9,106 | $6,343+43.6% | $5,984+52.2% | $5,287+72.2% |
| Admin fee / account holder | $234 | $9,817-97.6% | $8,357-97.2% | $10,133-97.7% |