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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 | $166,870 | $167,353-0.3% | $143,797+16.0% | $134,545+24.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | 1.41% | 0.48%+0.9pp | -0.04%+1.5pp | 418.37%-417.0pp |
| Employer contribution / active EE | $19,750 | $5,620+251.4% | $4,952+298.8% | $4,742+316.5% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |