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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 | $227,928 | $196,972+15.7% | $182,262+25.1% | $198,609+14.8% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 14.60% | 158.27%-143.7pp | 140.60%-126.0pp | 202.70%-188.1pp |
| Employer contribution / active EE | $4,659 | $5,364-13.1% | $5,046-7.7% | $5,055-7.8% |
| Participant deferral / active EE | $7,713 | $8,643-10.8% | $8,276-6.8% | $6,977+10.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |