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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 | $185,974 | $160,070+16.2% | $147,117+26.4% | $145,897+27.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 10.49% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,793 | $5,285-9.3% | $4,932-2.8% | $4,663+2.8% |
| Participant deferral / active EE | $5,223 | $8,419-38.0% | $8,065-35.2% | $6,689-21.9% |
| Admin fee / account holder | $151 | $15,035-99.0% | $12,993-98.8% | $13,390-98.9% |