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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 | $172,111-32.1% | $150,298-22.2% | $137,256-14.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.20% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,196 | $4,636-52.6% | $4,154-47.1% | $4,156-47.2% |
| Participant deferral / active EE | $10,967 | $6,166+77.9% | $5,453+101.1% | $6,407+71.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |