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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 | $106,257 | $201,370-47.2% | $184,256-42.3% | $145,897-27.2% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 12.17% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,853 | $7,024-59.4% | $6,427-55.6% | $4,663-38.8% |
| Participant deferral / active EE | $4,951 | $9,808-49.5% | $9,133-45.8% | $6,689-26.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |