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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 | $125,428 | $185,312-32.3% | $161,489-22.3% | $154,746-18.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 14.28% | 103.84%-89.6pp | 89.72%-75.4pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,020 | $4,769-57.6% | $4,268-52.7% | $4,379-53.9% |
| Participant deferral / active EE | $11,750 | $6,350+85.0% | $5,630+108.7% | $6,730+74.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |