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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 | $159,934+43.5% | $147,005+56.1% | $145,959+57.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.70% | 98.24%-85.5pp | 418.76%-406.1pp | 561.95%-549.2pp |
| Employer contribution / active EE | $1,067 | $5,287-79.8% | $4,934-78.4% | $4,661-77.1% |
| Participant deferral / active EE | $4,059 | $8,427-51.8% | $8,070-49.7% | $6,689-39.3% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |