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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 | $162,275 | $160,040+1.4% | $147,096+10.3% | $145,877+11.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.09% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $16,875 | $5,289+219.0% | $4,936+241.9% | $4,663+261.9% |
| Participant deferral / active EE | $5,625 | $8,429-33.3% | $8,071-30.3% | $6,691-15.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |