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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 | $185,312+32.6% | $161,489+52.1% | $154,746+58.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.68% | 103.84%-85.2pp | 89.72%-71.0pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,229 | $4,769-32.3% | $4,268-24.4% | $4,379-26.3% |
| Participant deferral / active EE | $7,792 | $6,350+22.7% | $5,630+38.4% | $6,730+15.8% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |