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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 | $187,434 | $201,372-6.9% | $184,260+1.7% | $145,884+28.5% |
| Participation rate | 33.3% | 87.5%-54.2pp | 86.8%-53.5pp | 80.3%-47.0pp |
| Annual return | 16.68% | 29.04%-12.4pp | 28.84%-12.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $1,533 | $7,024-78.2% | $6,427-76.1% | $4,662-67.1% |
| Participant deferral / active EE | $7,500 | $9,808-23.5% | $9,133-17.9% | $6,690+12.1% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |