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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 | $179,656 | $107,733+66.8% | $92,985+93.2% | $154,746+16.1% |
| Participation rate | 66.7% | 74.6%-7.9pp | 69.5%-2.8pp | 80.7%-14.0pp |
| Annual return | 12.78% | 30.39%-17.6pp | 27.99%-15.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,286 | $3,126-26.9% | $2,662-14.1% | $4,379-47.8% |
| Participant deferral / active EE | $9,984 | $5,053+97.6% | $4,377+128.1% | $6,730+48.3% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |