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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 | $201,264-39.8% | $184,185-34.2% | $145,978-17.0% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 9.88% | 29.00%-19.1pp | 28.81%-18.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $7,243 | $7,021+3.2% | $6,426+12.7% | $4,662+55.4% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,132+11.3% | $6,690+52.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |