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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 | $247,347 | $154,228+60.4% | $145,433+70.1% | $137,256+80.2% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 16.38% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,148 | $4,804+28.0% | $4,554+35.0% | $4,156+47.9% |
| Participant deferral / active EE | $5,326 | $8,216-35.2% | $7,897-32.6% | $6,407-16.9% |
| Admin fee / account holder | $19 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |