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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 | $186,258 | $49,249+278.2% | $70,476+164.3% | $79,852+133.3% |
| Participation rate | 67.6% | 69.2%-1.5pp | 75.1%-7.4pp | 69.6%-2.0pp |
| Annual return | 13.68% | 30.09%-16.4pp | 109.12%-95.4pp | 31.72%-18.0pp |
| Employer contribution / active EE | $3,404 | $2,100+62.1% | $2,738+24.3% | $2,471+37.8% |
| Participant deferral / active EE | $5,870 | $2,769+112.0% | $3,710+58.2% | $3,740+56.9% |
| Admin fee / account holder | $18 | $2,878-99.4% | $3,847-99.5% | $5,306-99.7% |