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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 | $141,430 | $156,398-9.6% | $147,318-4.0% | $138,895+1.8% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.1pp | 79.9%-27.0pp |
| Annual return | 15.27% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $1,490 | $4,853-69.3% | $4,593-67.5% | $4,194-64.5% |
| Participant deferral / active EE | $4,867 | $8,237-40.9% | $7,906-38.4% | $6,396-23.9% |
| Admin fee / account holder | $215 | $14,976-98.6% | $13,708-98.4% | $12,562-98.3% |