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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 | $199,759 | $185,312+7.8% | $161,489+23.7% | $154,746+29.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 19.99% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,445 | $4,769-69.7% | $4,268-66.1% | $4,379-67.0% |
| Participant deferral / active EE | $2,221 | $6,350-65.0% | $5,630-60.6% | $6,730-67.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |