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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 | $185,337 | $185,905-0.3% | $170,057+9.0% | $139,487+32.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 24.20% | 60.56%-36.4pp | 53.42%-29.2pp | 373.84%-349.6pp |
| Employer contribution / active EE | $8,203 | $7,597+8.0% | $6,790+20.8% | $4,755+72.5% |
| Participant deferral / active EE | $19,000 | $11,627+63.4% | $10,411+82.5% | $6,713+183.1% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |