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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 | $202,764 | $172,111+17.8% | $150,298+34.9% | $137,256+47.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 13.30% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $18,878 | $4,636+307.2% | $4,154+354.4% | $4,156+354.2% |
| Participant deferral / active EE | $10,900 | $6,166+76.8% | $5,453+99.9% | $6,407+70.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |