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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 | $216,514 | $155,555+39.2% | $146,866+47.4% | $155,188+39.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 17.31% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,821 | $4,647-60.8% | $4,425-58.8% | $4,248-57.1% |
| Participant deferral / active EE | $7,852 | $8,044-2.4% | $7,759+1.2% | $6,531+20.2% |
| Admin fee / account holder | $62 | $14,755-99.6% | $13,620-99.5% | $14,480-99.6% |