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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 | $195,324 | $156,398+24.9% | $147,318+32.6% | $138,895+40.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.88% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $10,230 | $4,853+110.8% | $4,593+122.7% | $4,194+143.9% |
| Participant deferral / active EE | $11,471 | $8,237+39.3% | $7,906+45.1% | $6,396+79.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |