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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 | $116,872 | $185,312-36.9% | $161,489-27.6% | $154,746-24.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 17.20% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,196 | $4,769-54.0% | $4,268-48.6% | $4,379-49.9% |
| Participant deferral / active EE | $10,967 | $6,350+72.7% | $5,630+94.8% | $6,730+62.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |