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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 | $170,514 | $159,978+6.6% | $147,041+16.0% | $145,978+16.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 21.12% | 98.36%-77.2pp | 419.21%-398.1pp | 550.52%-529.4pp |
| Employer contribution / active EE | $1,149 | $5,288-78.3% | $4,935-76.7% | $4,662-75.4% |
| Participant deferral / active EE | $13,545 | $8,429+60.7% | $8,071+67.8% | $6,690+102.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |