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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 | $185,312+25.0% | $161,489+43.5% | $154,746+49.7% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 18.37% | 103.84%-85.5pp | 89.72%-71.3pp | 172.34%-154.0pp |
| Employer contribution / active EE | $8,811 | $4,769+84.8% | $4,268+106.4% | $4,379+101.2% |
| Participant deferral / active EE | $3,467 | $6,350-45.4% | $5,630-38.4% | $6,730-48.5% |
| Admin fee / account holder | $217 | $18,654-98.8% | $16,006-98.6% | $14,365-98.5% |