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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 | $247,347 | $155,555+59.0% | $146,866+68.4% | $155,188+59.4% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.5%-18.2pp | 80.8%-16.5pp |
| Annual return | 16.38% | 115.41%-99.0pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $6,148 | $4,647+32.3% | $4,425+38.9% | $4,248+44.7% |
| Participant deferral / active EE | $5,326 | $8,044-33.8% | $7,759-31.4% | $6,531-18.5% |
| Admin fee / account holder | $19 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |