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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 | $167,169 | $181,062-7.7% | $158,223+5.7% | $155,188+7.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.52% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.3pp |
| Employer contribution / active EE | $1,932 | $4,565-57.7% | $4,109-53.0% | $4,248-54.5% |
| Participant deferral / active EE | $8,489 | $6,134+38.4% | $5,467+55.3% | $6,531+30.0% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |