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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 | $202,948 | $160,040+26.8% | $147,096+38.0% | $145,877+39.1% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.50% | 98.49%-88.0pp | 419.75%-409.3pp | 551.28%-540.8pp |
| Employer contribution / active EE | $2,196 | $5,289-58.5% | $4,936-55.5% | $4,663-52.9% |
| Participant deferral / active EE | $3,309 | $8,429-60.7% | $8,071-59.0% | $6,691-50.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |