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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 | $126,358 | $55,889+126.1% | $76,119+66.0% | $80,935+56.1% |
| Participation rate | 66.7% | 62.1%+4.6pp | 69.1%-2.4pp | 67.7%-1.0pp |
| Annual return | 16.44% | 20.58%-4.1pp | 361.25%-344.8pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,949 | $1,866+58.0% | $2,693+9.5% | $2,757+7.0% |
| Participant deferral / active EE | $8,851 | $3,051+190.1% | $4,259+107.8% | $4,299+105.9% |
| Admin fee / account holder | $122 | $5,241-97.7% | $6,421-98.1% | $6,924-98.2% |