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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 | $130,674 | $201,370-35.1% | $184,256-29.1% | $145,897-10.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 10.87% | 29.05%-18.2pp | 28.85%-18.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $2,057 | $7,024-70.7% | $6,427-68.0% | $4,663-55.9% |
| Participant deferral / active EE | $5,438 | $9,808-44.6% | $9,133-40.5% | $6,689-18.7% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |