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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 | $167,687 | $160,070+4.8% | $147,117+14.0% | $145,897+14.9% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 15.04% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,270 | $5,285-57.0% | $4,932-54.0% | $4,663-51.3% |
| Participant deferral / active EE | $7,355 | $8,419-12.6% | $8,065-8.8% | $6,689+9.9% |
| Admin fee / account holder | $179 | $15,035-98.8% | $12,993-98.6% | $13,390-98.7% |