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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 | $171,239 | $254,759-32.8% | $216,567-20.9% | $198,609-13.8% |
| Participation rate | 50.0% | 84.5%-34.5pp | 81.6%-31.6pp | 82.4%-32.4pp |
| Annual return | 45.72% | 10.04%+35.7pp | 12.94%+32.8pp | 202.70%-157.0pp |
| Employer contribution / active EE | $3,286 | $6,096-46.1% | $5,216-37.0% | $5,055-35.0% |
| Participant deferral / active EE | $21,375 | $6,948+207.6% | $6,191+245.3% | $6,977+206.4% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |