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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 | $121,203 | $201,370-39.8% | $184,256-34.2% | $145,897-16.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.88% | 29.05%-19.2pp | 28.85%-19.0pp | 552.29%-542.4pp |
| Employer contribution / active EE | $7,243 | $7,024+3.1% | $6,427+12.7% | $4,663+55.3% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,689+52.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |