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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 | $211,280 | $160,040+32.0% | $147,096+43.6% | $145,877+44.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 27.34% | 98.49%-71.2pp | 419.75%-392.4pp | 551.28%-523.9pp |
| Employer contribution / active EE | $4,243 | $5,289-19.8% | $4,936-14.0% | $4,663-9.0% |
| Participant deferral / active EE | $4,728 | $8,429-43.9% | $8,071-41.4% | $6,691-29.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |