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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 | $189,862 | $198,457-4.3% | $170,435+11.4% | $147,586+28.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 36.41% | 257.30%-220.9pp | 205.94%-169.5pp | 578.59%-542.2pp |
| Employer contribution / active EE | $3,086 | $6,183-50.1% | $5,432-43.2% | $4,876-36.7% |
| Participant deferral / active EE | $6,420 | $5,629+14.0% | $4,939+30.0% | $5,439+18.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |