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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 | $221,782 | $84,236+163.3% | $170,435+30.1% | $70,126+216.3% |
| Participation rate | 55.6% | 70.8%-15.3pp | 83.6%-28.0pp | 69.5%-14.0pp |
| Annual return | 16.75% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $3,569 | $3,387+5.4% | $5,432-34.3% | $2,343+52.4% |
| Participant deferral / active EE | $4,584 | $3,086+48.5% | $4,939-7.2% | $3,332+37.6% |
| Admin fee / account holder | $3 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |