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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 | $213,119 | $102,638+107.6% | $81,982+160.0% | $158,982+34.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.3%-9.3pp | 82.0%-22.0pp |
| Annual return | 12.06% | 61.05%-49.0pp | 41.31%-29.3pp | 302.99%-290.9pp |
| Employer contribution / active EE | $9,569 | $3,241+195.3% | $2,498+283.0% | $4,763+100.9% |
| Participant deferral / active EE | $5,978 | $4,649+28.6% | $3,722+60.6% | $5,983-0.1% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,252-100.0% |