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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 | $169,668 | $156,616+8.3% | $133,346+27.2% | $198,609-14.6% |
| Participation rate | 66.7% | 77.7%-11.1pp | 72.8%-6.2pp | 82.4%-15.7pp |
| Annual return | 19.49% | 44.25%-24.8pp | 36.85%-17.4pp | 202.70%-183.2pp |
| Employer contribution / active EE | $959 | $3,368-71.5% | $2,853-66.4% | $5,055-81.0% |
| Participant deferral / active EE | $7,159 | $4,920+45.5% | $4,332+65.3% | $6,977+2.6% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |