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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 | $162,249 | $117,895+37.6% | $102,460+58.4% | $145,897+11.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 29.05% | 31.92%-2.9pp | 29.47%-0.4pp | 552.29%-523.2pp |
| Employer contribution / active EE | $11,187 | $3,619+209.1% | $3,025+269.8% | $4,663+139.9% |
| Participant deferral / active EE | $11,499 | $5,736+100.5% | $5,056+127.4% | $6,689+71.9% |
| Admin fee / account holder | $202 | $13,353-98.5% | $9,460-97.9% | $13,390-98.5% |