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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 | $226,888 | $110,240+105.8% | $96,544+135.0% | $139,487+62.7% |
| Participation rate | 57.1% | 78.1%-21.0pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 18.63% | 26.41%-7.8pp | 25.88%-7.2pp | 373.84%-355.2pp |
| Employer contribution / active EE | $13,584 | $3,622+275.0% | $2,966+357.9% | $4,755+185.7% |
| Participant deferral / active EE | $8,884 | $5,549+60.1% | $4,851+83.1% | $6,713+32.3% |
| Admin fee / account holder | $179 | $11,602-98.5% | $8,254-97.8% | $11,407-98.4% |