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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 | $102,614 | $197,603-48.1% | $177,827-42.3% | $158,950-35.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 16.44% | 58.76%-42.3pp | 48.32%-31.9pp | 302.91%-286.5pp |
| Employer contribution / active EE | $19,025 | $6,698+184.1% | $5,918+221.5% | $4,762+299.5% |
| Participant deferral / active EE | $14,300 | $8,404+70.2% | $7,713+85.4% | $5,983+139.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |