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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 | $115,275 | $172,111-33.0% | $150,298-23.3% | $137,256-16.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 21.10% | 69.37%-48.3pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,623 | $4,636-43.4% | $4,154-36.8% | $4,156-36.9% |
| Participant deferral / active EE | $11,501 | $6,166+86.5% | $5,453+110.9% | $6,407+79.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |