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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 | $154,228+47.8% | $145,433+56.7% | $137,256+66.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.60% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $4,659 | $4,804-3.0% | $4,554+2.3% | $4,156+12.1% |
| Participant deferral / active EE | $7,713 | $8,216-6.1% | $7,897-2.3% | $6,407+20.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |