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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 | $153,793 | $159,934-3.8% | $147,005+4.6% | $145,959+5.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 22.17% | 98.24%-76.1pp | 418.76%-396.6pp | 561.95%-539.8pp |
| Employer contribution / active EE | $3,014 | $5,287-43.0% | $4,934-38.9% | $4,661-35.3% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |