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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 | $183,516+1.2% | $155,534+19.4% | $145,884+27.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 20.44% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $6,875 | $5,315+29.3% | $4,675+47.1% | $4,662+47.4% |
| Participant deferral / active EE | $4,531 | $6,467-29.9% | $5,630-19.5% | $6,690-32.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |