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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 | $227,399-49.3% | $189,758-39.3% | $198,609-42.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 21.10% | 61.03%-39.9pp | 52.62%-31.5pp | 202.70%-181.6pp |
| Employer contribution / active EE | $2,623 | $5,526-52.5% | $4,767-45.0% | $5,055-48.1% |
| Participant deferral / active EE | $11,501 | $6,837+68.2% | $5,856+96.4% | $6,977+64.8% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |