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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 | $125,985 | $185,312-32.0% | $161,489-22.0% | $154,746-18.6% |
| Participation rate | 54.5% | 82.5%-27.9pp | 78.7%-24.2pp | 80.7%-26.2pp |
| Annual return | 20.53% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,830 | $4,769-61.6% | $4,268-57.1% | $4,379-58.2% |
| Participant deferral / active EE | $5,271 | $6,350-17.0% | $5,630-6.4% | $6,730-21.7% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |