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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 | $119,365 | $225,673-47.1% | $203,872-41.5% | $155,188-23.1% |
| Participation rate | 50.0% | 80.3%-30.3pp | 77.8%-27.8pp | 80.8%-30.8pp |
| Annual return | 16.28% | 95.91%-79.6pp | 85.11%-68.8pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,922 | $4,099-28.7% | $3,757-22.2% | $4,248-31.2% |
| Participant deferral / active EE | $11,750 | $6,893+70.5% | $6,388+84.0% | $6,531+79.9% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |