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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 | $183,539+1.2% | $155,556+19.4% | $145,897+27.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.44% | 61.31%-40.9pp | 64.84%-44.4pp | 552.29%-531.8pp |
| Employer contribution / active EE | $6,875 | $5,315+29.3% | $4,675+47.0% | $4,663+47.4% |
| Participant deferral / active EE | $4,531 | $6,467-29.9% | $5,631-19.5% | $6,689-32.3% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |