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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 | $80,744 | $181,896-55.6% | $156,551-48.4% | $273,972-70.5% |
| Participation rate | 0.0% | 88.4%-88.4pp | 84.0%-84.0pp | 83.0%-83.0pp |
| Annual return | 9.18% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $5,907 | $6,248-5.5% | $5,501+7.4% | $4,869+21.3% |
| Participant deferral / active EE | $10,889 | $5,550+96.2% | $4,871+123.5% | $5,287+105.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |