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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 | $209,550 | $198,462+5.6% | $170,439+22.9% | $147,585+42.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 12.75% | 257.30%-244.6pp | 205.94%-193.2pp | 578.58%-565.8pp |
| Employer contribution / active EE | $2,323 | $6,184-62.4% | $5,433-57.2% | $4,876-52.4% |
| Participant deferral / active EE | $7,475 | $5,629+32.8% | $4,939+51.3% | $5,439+37.4% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |