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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 | $231,681 | $172,111+34.6% | $150,298+54.1% | $137,256+68.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 18.37% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-202.0pp |
| Employer contribution / active EE | $8,811 | $4,636+90.1% | $4,154+112.1% | $4,156+112.0% |
| Participant deferral / active EE | $3,467 | $6,166-43.8% | $5,453-36.4% | $6,407-45.9% |
| Admin fee / account holder | $217 | $16,471-98.7% | $14,116-98.5% | $12,270-98.2% |