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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 | $193,732 | $160,070+21.0% | $147,117+31.7% | $145,897+32.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.91% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $4,764 | $5,285-9.8% | $4,932-3.4% | $4,663+2.2% |
| Participant deferral / active EE | $8,811 | $8,419+4.6% | $8,065+9.3% | $6,689+31.7% |
| Admin fee / account holder | $107 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |