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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 | $173,858 | $115,796+50.1% | $101,264+71.7% | $158,950+9.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 16.54% | 56.15%-39.6pp | 46.48%-29.9pp | 302.91%-286.4pp |
| Employer contribution / active EE | $4,115 | $4,175-1.4% | $3,660+12.4% | $4,762-13.6% |
| Participant deferral / active EE | $9,885 | $4,958+99.4% | $4,370+126.2% | $5,983+65.2% |
| Admin fee / account holder | $15 | $7,247-99.8% | $5,947-99.7% | $11,248-99.9% |