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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 | $200,315 | $185,312+8.1% | $161,489+24.0% | $154,746+29.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.37% | 103.84%-82.5pp | 89.72%-68.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,910 | $4,769-59.9% | $4,268-55.2% | $4,379-56.4% |
| Participant deferral / active EE | $8,607 | $6,350+35.6% | $5,630+52.9% | $6,730+27.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |