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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 | $218,357 | $209,422+4.3% | $178,503+22.3% | $158,982+37.3% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 14.87% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $5,118 | $5,707-10.3% | $5,011+2.1% | $4,763+7.5% |
| Participant deferral / active EE | $4,200 | $5,955-29.5% | $5,202-19.3% | $5,983-29.8% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |