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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 | $162,636 | $162,967-0.2% | $135,792+19.8% | $138,895+17.1% |
| Participation rate | 66.7% | 78.3%-11.7pp | 72.6%-5.9pp | 79.9%-13.3pp |
| Annual return | 18.61% | 30.08%-11.5pp | 25.96%-7.3pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,336 | $4,211+3.0% | $3,496+24.1% | $4,194+3.4% |
| Participant deferral / active EE | $6,451 | $5,640+14.4% | $4,759+35.5% | $6,396+0.9% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |