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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 | $210,682 | $157,304+33.9% | $141,197+49.2% | $152,909+37.8% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 29.05% | 64.34%-35.3pp | 71.41%-42.4pp | 345.46%-316.4pp |
| Employer contribution / active EE | $7,963 | $5,263+51.3% | $4,736+68.1% | $4,764+67.2% |
| Participant deferral / active EE | $9,600 | $7,111+35.0% | $6,710+43.1% | $5,851+64.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |