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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 | $184,014-6.9% | $161,149+6.3% | $138,895+23.3% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 45.72% | 21.52%+24.2pp | 21.16%+24.6pp | 145.39%-99.7pp |
| Employer contribution / active EE | $3,286 | $5,055-35.0% | $4,360-24.6% | $4,194-21.7% |
| Participant deferral / active EE | $21,375 | $6,909+209.4% | $6,153+247.4% | $6,396+234.2% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |