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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 | $131,503 | $148,623-11.5% | $135,974-3.3% | $139,466-5.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 29.30% | 79.30%-50.0pp | 68.30%-39.0pp | 373.66%-344.4pp |
| Employer contribution / active EE | $1,940 | $5,246-63.0% | $4,859-60.1% | $4,754-59.2% |
| Participant deferral / active EE | $8,338 | $8,103+2.9% | $7,760+7.5% | $6,712+24.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |