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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 | $162,636 | $185,141-12.2% | $153,416+6.0% | $155,188+4.8% |
| Participation rate | 66.7% | 79.9%-13.3pp | 74.3%-7.7pp | 80.8%-14.1pp |
| Annual return | 18.61% | 18.72%-0.1pp | 17.84%+0.8pp | 148.84%-130.2pp |
| Employer contribution / active EE | $4,336 | $4,489-3.4% | $3,764+15.2% | $4,248+2.1% |
| Participant deferral / active EE | $6,451 | $5,477+17.8% | $4,723+36.6% | $6,531-1.2% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |