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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 | $229,806 | $160,040+43.6% | $147,096+56.2% | $145,877+57.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 17.52% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,111 | $5,289-60.1% | $4,936-57.2% | $4,663-54.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |