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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 | $187,944 | $159,934+17.5% | $147,005+27.8% | $145,959+28.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.52% | 98.24%-81.7pp | 418.76%-402.2pp | 561.95%-545.4pp |
| Employer contribution / active EE | $6,351 | $5,287+20.1% | $4,934+28.7% | $4,661+36.3% |
| Participant deferral / active EE | $20,328 | $8,427+141.2% | $8,070+151.9% | $6,689+203.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |