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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 | $173,782 | $183,539-5.3% | $155,556+11.7% | $145,897+19.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 49.51% | 61.31%-11.8pp | 64.84%-15.3pp | 552.29%-502.8pp |
| Employer contribution / active EE | $22,631 | $5,315+325.8% | $4,675+384.0% | $4,663+385.4% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,631+104.2% | $6,689+71.9% |
| Admin fee / account holder | $30 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |