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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 | $122,677 | $227,291-46.0% | $214,702-42.9% | $155,188-20.9% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 20.45% | 60.08%-39.6pp | 54.55%-34.1pp | 148.84%-128.4pp |
| Employer contribution / active EE | $4,263 | $6,772-37.1% | $6,461-34.0% | $4,248+0.4% |
| Participant deferral / active EE | $8,753 | $9,582-8.6% | $9,147-4.3% | $6,531+34.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |