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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 | $241,319 | $148,623+62.4% | $135,974+77.5% | $139,466+73.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.81% | 79.30%-61.5pp | 68.30%-50.5pp | 373.66%-355.9pp |
| Employer contribution / active EE | $2,628 | $5,246-49.9% | $4,859-45.9% | $4,754-44.7% |
| Participant deferral / active EE | $11,535 | $8,103+42.4% | $7,760+48.6% | $6,712+71.9% |
| Admin fee / account holder | $148 | $12,406-98.8% | $10,767-98.6% | $11,409-98.7% |