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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 | $185,312-37.8% | $161,489-28.6% | $154,746-25.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.10% | 103.84%-82.7pp | 89.72%-68.6pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,623 | $4,769-45.0% | $4,268-38.5% | $4,379-40.1% |
| Participant deferral / active EE | $11,501 | $6,350+81.1% | $5,630+104.3% | $6,730+70.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |