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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 | $150,453 | $181,062-16.9% | $158,223-4.9% | $155,188-3.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 18.56% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.3pp |
| Employer contribution / active EE | $2,398 | $4,565-47.5% | $4,109-41.6% | $4,248-43.5% |
| Participant deferral / active EE | $5,443 | $6,134-11.3% | $5,467-0.4% | $6,531-16.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |