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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 | $161,613 | $275,752-41.4% | $256,809-37.1% | $198,609-18.6% |
| Participation rate | 60.0% | 89.2%-29.2pp | 88.5%-28.5pp | 82.4%-22.4pp |
| Annual return | 14.12% | 34.81%-20.7pp | 32.73%-18.6pp | 202.70%-188.6pp |
| Employer contribution / active EE | $6,239 | $7,721-19.2% | $7,263-14.1% | $5,055+23.4% |
| Participant deferral / active EE | $5,850 | $10,037-41.7% | $9,520-38.5% | $6,977-16.2% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |