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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 | $177,915 | $165,399+7.6% | $149,745+18.8% | $158,982+11.9% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 13.61% | 348.34%-334.7pp | 276.72%-263.1pp | 302.99%-289.4pp |
| Employer contribution / active EE | $3,975 | $5,105-22.1% | $4,646-14.4% | $4,763-16.5% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |