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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 | $204,246 | $166,242+22.9% | $165,071+23.7% | $145,884+40.0% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 16.06% | 100.44%-84.4pp | 70.17%-54.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $3,680 | $5,283-30.3% | $4,347-15.3% | $4,662-21.1% |
| Participant deferral / active EE | $11,156 | $6,964+60.2% | $6,035+84.9% | $6,690+66.8% |
| Admin fee / account holder | $204 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |