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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 | $187,666 | $201,370-6.8% | $184,256+1.9% | $145,897+28.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.42% | 29.05%-16.6pp | 28.85%-16.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $16,917 | $7,024+140.9% | $6,427+163.2% | $4,663+262.8% |
| Participant deferral / active EE | $20,333 | $9,808+107.3% | $9,133+122.6% | $6,689+204.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |