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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 | $230,610 | $201,264+14.6% | $184,185+25.2% | $145,978+58.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 22.21% | 29.00%-6.8pp | 28.81%-6.6pp | 550.52%-528.3pp |
| Employer contribution / active EE | $22,908 | $7,021+226.3% | $6,426+256.5% | $4,662+391.4% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,690+128.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |