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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 | $247,696 | $185,312+33.7% | $161,489+53.4% | $154,746+60.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 15.16% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,378 | $6,350-46.8% | $5,630-40.0% | $6,730-49.8% |
| Admin fee / account holder | $34 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |