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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 | $185,821 | $162,136+14.6% | $152,301+22.0% | $154,746+20.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 20.08% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $17,381 | $4,890+255.4% | $4,624+275.8% | $4,379+296.9% |
| Participant deferral / active EE | $11,583 | $8,341+38.9% | $8,004+44.7% | $6,730+72.1% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |