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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 | $229,504 | $159,978+43.5% | $147,041+56.1% | $145,978+57.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.70% | 98.36%-85.7pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,067 | $5,288-79.8% | $4,935-78.4% | $4,662-77.1% |
| Participant deferral / active EE | $4,059 | $8,429-51.8% | $8,071-49.7% | $6,690-39.3% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |