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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 | $154,257 | $154,2280% | $145,433+6.1% | $137,256+12.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.65% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,976 | $4,804-58.9% | $4,554-56.6% | $4,156-52.4% |
| Participant deferral / active EE | $3,686 | $8,216-55.1% | $7,897-53.3% | $6,407-42.5% |
| Admin fee / account holder | $32 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |