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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 | $245,693 | $172,111+42.8% | $150,298+63.5% | $137,256+79.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 18.68% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,229 | $4,636-30.4% | $4,154-22.3% | $4,156-22.3% |
| Participant deferral / active EE | $7,792 | $6,166+26.4% | $5,453+42.9% | $6,407+21.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |