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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 | $194,796 | $197,637-1.4% | $177,848+9.5% | $158,982+22.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 13.62% | 58.77%-45.1pp | 48.33%-34.7pp | 302.99%-289.4pp |
| Employer contribution / active EE | $6,000 | $6,698-10.4% | $5,919+1.4% | $4,763+26.0% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,983+8.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |