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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 | $192,393 | $153,311+25.5% | $109,313+76.0% | $273,972-29.8% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | 2.11% | 29.86%-27.7pp | 22.07%-20.0pp | 41.46%-39.3pp |
| Employer contribution / active EE | $640 | $5,619-88.6% | $3,892-83.6% | $4,869-86.9% |
| Participant deferral / active EE | $14,616 | $3,932+271.7% | $3,166+361.6% | $5,287+176.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |