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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 | $182,514 | $223,823-18.5% | $211,142-13.6% | $154,746+17.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 16.68% | 50.39%-33.7pp | 46.84%-30.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $16,500 | $6,787+143.1% | $6,442+156.1% | $4,379+276.8% |
| Participant deferral / active EE | $10,333 | $9,750+6.0% | $9,284+11.3% | $6,730+53.5% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |