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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 | $247,904 | $201,372+23.1% | $184,260+34.5% | $145,884+69.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 18.56% | 29.04%-10.5pp | 28.84%-10.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $7,575 | $7,024+7.8% | $6,427+17.9% | $4,662+62.5% |
| Participant deferral / active EE | $10,822 | $9,808+10.3% | $9,133+18.5% | $6,690+61.8% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |