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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 | $172,406 | $75,541+128.2% | $152,093+13.4% | $82,637+108.6% |
| Participation rate | 67.6% | 66.5%+1.0pp | 77.8%-10.2pp | 68.1%-0.5pp |
| Annual return | 14.05% | 32.56%-18.5pp | 66.36%-52.3pp | 53.51%-39.5pp |
| Employer contribution / active EE | $3,177 | $2,622+21.2% | $4,175-23.9% | $2,552+24.5% |
| Participant deferral / active EE | $8,778 | $3,206+173.8% | $5,451+61.0% | $4,126+112.7% |
| Admin fee / account holder | $12 | $6,405-99.8% | $14,497-99.9% | $7,339-99.8% |