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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 | $174,379-33.9% | $152,093-24.2% | $138,895-17.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 21.10% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,623 | $4,652-43.6% | $4,175-37.2% | $4,194-37.5% |
| Participant deferral / active EE | $11,501 | $6,159+86.7% | $5,451+111.0% | $6,396+79.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |