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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 | $148,629+37.9% | $135,982+50.7% | $139,487+47.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.13% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $8,115 | $5,247+54.7% | $4,859+67.0% | $4,755+70.7% |
| Participant deferral / active EE | $11,833 | $8,102+46.0% | $7,760+52.5% | $6,713+76.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |