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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 | $203,895 | $162,136+25.8% | $152,301+33.9% | $154,746+31.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 23.60% | 91.02%-67.4pp | 80.50%-56.9pp | 172.34%-148.7pp |
| Employer contribution / active EE | $1,281 | $4,890-73.8% | $4,624-72.3% | $4,379-70.8% |
| Participant deferral / active EE | $6,700 | $8,341-19.7% | $8,004-16.3% | $6,730-0.5% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |