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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 | $184,812 | $165,399+11.7% | $149,745+23.4% | $158,982+16.2% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 17.91% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.1pp |
| Employer contribution / active EE | $4,204 | $5,105-17.6% | $4,646-9.5% | $4,763-11.7% |
| Participant deferral / active EE | $9,798 | $7,183+36.4% | $6,843+43.2% | $5,983+63.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |