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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 | $194,026 | $215,361-9.9% | $171,082+13.4% | $273,972-29.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 76.7%-36.7pp | 83.0%-43.0pp |
| Annual return | 7.14% | 25.14%-18.0pp | 32.56%-25.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $13,286 | $4,967+167.5% | $4,002+232.0% | $4,869+172.9% |
| Participant deferral / active EE | $8,400 | $5,543+51.5% | $4,797+75.1% | $5,287+58.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |