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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 | $117,904+37.6% | $102,457+58.4% | $145,978+11.1% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 29.05% | 31.80%-2.7pp | 29.41%-0.4pp | 550.52%-521.5pp |
| Employer contribution / active EE | $11,187 | $3,613+209.6% | $3,022+270.2% | $4,662+140.0% |
| Participant deferral / active EE | $11,499 | $5,733+100.6% | $5,054+127.5% | $6,690+71.9% |
| Admin fee / account holder | $202 | $13,329-98.5% | $9,451-97.9% | $13,400-98.5% |