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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 | $202,019 | $89,367+126.1% | $141,191+43.1% | $72,975+176.8% |
| Participation rate | 48.1% | 75.1%-27.0pp | 82.5%-34.3pp | 69.5%-21.3pp |
| Annual return | 20.85% | 111.87%-91.0pp | 71.41%-50.6pp | 81.01%-60.2pp |
| Employer contribution / active EE | $1,934 | $3,115-37.9% | $4,736-59.2% | $2,440-20.7% |
| Participant deferral / active EE | $7,930 | $5,419+46.3% | $6,710+18.2% | $3,608+119.8% |
| Admin fee / account holder | $186 | $5,957-96.9% | $10,264-98.2% | $5,124-96.4% |