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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 | $185,658 | $183,592+1.1% | $155,574+19.3% | $145,877+27.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.44% | 61.37%-40.9pp | 64.87%-44.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $6,875 | $5,317+29.3% | $4,676+47.0% | $4,663+47.4% |
| Participant deferral / active EE | $4,531 | $6,466-29.9% | $5,629-19.5% | $6,691-32.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |