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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 | $117,829+37.7% | $102,423+58.4% | $145,877+11.2% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 29.05% | 31.83%-2.8pp | 29.42%-0.4pp | 551.28%-522.2pp |
| Employer contribution / active EE | $11,187 | $3,615+209.5% | $3,023+270.1% | $4,663+139.9% |
| Participant deferral / active EE | $11,499 | $5,732+100.6% | $5,054+127.5% | $6,691+71.9% |
| Admin fee / account holder | $202 | $13,335-98.5% | $9,455-97.9% | $13,402-98.5% |