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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 | $188,041 | $215,361-12.7% | $171,082+9.9% | $273,972-31.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 76.7%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.61% | 25.14%-16.5pp | 32.56%-23.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $10,467 | $4,967+110.7% | $4,002+161.6% | $4,869+115.0% |
| Participant deferral / active EE | $13,450 | $5,543+142.6% | $4,797+180.4% | $5,287+154.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |