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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 | $179,563 | $185,883-3.4% | $170,043+5.6% | $139,466+28.7% |
| Participation rate | 63.6% | 87.8%-24.1pp | 87.0%-23.4pp | 80.3%-16.7pp |
| Annual return | 16.86% | 60.54%-43.7pp | 53.40%-36.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $4,027 | $7,596-47.0% | $6,790-40.7% | $4,754-15.3% |
| Participant deferral / active EE | $7,319 | $11,626-37.0% | $10,410-29.7% | $6,712+9.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |