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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 | $159,746 | $212,386-24.8% | $199,883-20.1% | $138,895+15.0% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 18.46% | 47.75%-29.3pp | 43.81%-25.4pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,512 | $6,625-77.2% | $6,261-75.8% | $4,194-63.9% |
| Participant deferral / active EE | $6,756 | $9,617-29.7% | $9,138-26.1% | $6,396+5.6% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |