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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 | $199,109-39.7% | $173,730-30.9% | $154,746-22.4% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 16.27% | 20.02%-3.8pp | 19.96%-3.7pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,126 | $5,311-60.0% | $4,577-53.6% | $4,379-51.5% |
| Participant deferral / active EE | $8,659 | $7,113+21.7% | $6,326+36.9% | $6,730+28.7% |
| Admin fee / account holder | $280 | $20,916-98.7% | $17,523-98.4% | $14,365-98.1% |