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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 | $188,748 | $155,840+21.1% | $124,694+51.4% | $167,553+12.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-8.0pp | 82.1%-15.4pp |
| Annual return | 17.92% | 17.98%-0.1pp | 5144.82%-5126.9pp | 478.89%-461.0pp |
| Employer contribution / active EE | $3,975 | $4,165-4.6% | $3,325+19.6% | $4,840-17.9% |
| Participant deferral / active EE | $8,667 | $5,675+52.7% | $4,615+87.8% | $6,343+36.6% |
| Admin fee / account holder | $225 | $9,536-97.6% | $7,495-97.0% | $12,316-98.2% |