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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 | $199,072 | $183,627+8.4% | $155,602+27.9% | $145,978+36.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.18% | 61.32%-41.1pp | 64.81%-44.6pp | 550.52%-530.3pp |
| Employer contribution / active EE | $2,676 | $5,316-49.7% | $4,675-42.8% | $4,662-42.6% |
| Participant deferral / active EE | $8,065 | $6,466+24.7% | $5,629+43.3% | $6,690+20.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |