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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 | $154,664 | $157,296-1.7% | $141,191+9.5% | $152,897+1.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 17.26% | 64.34%-47.1pp | 71.41%-54.1pp | 345.43%-328.2pp |
| Employer contribution / active EE | $7,600 | $5,262+44.4% | $4,736+60.5% | $4,764+59.5% |
| Participant deferral / active EE | $7,600 | $7,111+6.9% | $6,710+13.3% | $5,851+29.9% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |