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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 | $174,299 | $61,787+182.1% | $97,197+79.3% | $80,925+115.4% |
| Participation rate | 52.0% | 63.5%-11.5pp | 72.7%-20.7pp | 67.7%-15.7pp |
| Annual return | 42.75% | -558.16%+600.9pp | 75.47%-32.7pp | 35.65%+7.1pp |
| Employer contribution / active EE | $2,979 | $1,836+62.3% | $2,723+9.4% | $2,756+8.1% |
| Participant deferral / active EE | $5,251 | $3,027+73.4% | $4,263+23.2% | $4,299+22.2% |
| Admin fee / account holder | $108 | $5,170-97.9% | $5,637-98.1% | $6,940-98.4% |