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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 | $169,466 | $160,070+5.9% | $147,117+15.2% | $145,897+16.2% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 14.48% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,829 | $5,285-46.5% | $4,932-42.6% | $4,663-39.3% |
| Participant deferral / active EE | $11,316 | $8,419+34.4% | $8,065+40.3% | $6,689+69.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |