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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 | $212,336 | $160,028+32.7% | $147,080+44.4% | $145,884+45.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.96% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $52,875 | $5,286+900.3% | $4,933+971.8% | $4,662+1034.1% |
| Participant deferral / active EE | $16,125 | $8,422+91.5% | $8,066+99.9% | $6,690+141.0% |
| Admin fee / account holder | $40 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |