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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 | $204,986 | $148,558+38.0% | $135,925+50.8% | $139,427+47.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.13% | 79.22%-61.1pp | 68.25%-50.1pp | 373.27%-355.1pp |
| Employer contribution / active EE | $8,115 | $5,244+54.7% | $4,857+67.1% | $4,752+70.8% |
| Participant deferral / active EE | $11,833 | $8,101+46.1% | $7,759+52.5% | $6,711+76.3% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |