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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 | $105,353 | $162,136-35.0% | $152,301-30.8% | $154,746-31.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.63% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $9,611 | $4,890+96.5% | $4,624+107.8% | $4,379+119.5% |
| Participant deferral / active EE | $5,906 | $8,341-29.2% | $8,004-26.2% | $6,730-12.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |