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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 | $170,356 | $97,078+75.5% | $103,065+65.3% | $145,897+16.8% |
| Participation rate | 53.3% | 81.1%-27.8pp | 80.6%-27.2pp | 80.3%-27.0pp |
| Annual return | 10.26% | 25.49%-15.2pp | 23.95%-13.7pp | 552.29%-542.0pp |
| Employer contribution / active EE | $2,050 | $4,680-56.2% | $4,675-56.1% | $4,663-56.0% |
| Participant deferral / active EE | $5,256 | $6,601-20.4% | $6,625-20.7% | $6,689-21.4% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |