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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 | $177,510 | $112,729+57.5% | $98,716+79.8% | $137,256+29.3% |
| Participation rate | 42.9% | 74.2%-31.4pp | 69.3%-26.4pp | 80.0%-37.1pp |
| Annual return | 14.78% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,492 | $2,725-45.3% | $2,279-34.5% | $4,156-64.1% |
| Participant deferral / active EE | $4,422 | $4,640-4.7% | $4,048+9.3% | $6,407-31.0% |
| Admin fee / account holder | $256 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |