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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 | $172,988 | $157,296+10.0% | $141,191+22.5% | $152,897+13.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.15% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $2,800 | $5,262-46.8% | $4,736-40.9% | $4,764-41.2% |
| Participant deferral / active EE | $8,567 | $7,111+20.5% | $6,710+27.7% | $5,851+46.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |