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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 | $159,934+21.1% | $147,005+31.8% | $145,959+32.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.91% | 98.24%-83.3pp | 418.76%-403.9pp | 561.95%-547.0pp |
| Employer contribution / active EE | $4,764 | $5,287-9.9% | $4,934-3.4% | $4,661+2.2% |
| Participant deferral / active EE | $8,811 | $8,427+4.5% | $8,070+9.2% | $6,689+31.7% |
| Admin fee / account holder | $107 | $15,053-99.3% | $13,006-99.2% | $13,398-99.2% |