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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 | $120,109 | $178,174-32.6% | $156,181-23.1% | $137,256-12.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 16.27% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,126 | $4,972-57.2% | $4,294-50.5% | $4,156-48.8% |
| Participant deferral / active EE | $8,659 | $6,888+25.7% | $6,132+41.2% | $6,407+35.2% |
| Admin fee / account holder | $280 | $17,404-98.4% | $14,586-98.1% | $12,270-97.7% |