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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 | $201,264-6.8% | $184,185+1.9% | $145,978+28.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.42% | 29.00%-16.6pp | 28.81%-16.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $16,917 | $7,021+141.0% | $6,426+163.3% | $4,662+262.9% |
| Participant deferral / active EE | $20,333 | $9,806+107.4% | $9,132+122.7% | $6,690+204.0% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |