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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 | $163,538 | $185,312-11.7% | $161,489+1.3% | $154,746+5.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.05% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,011 | $4,769-57.8% | $4,268-52.9% | $4,379-54.1% |
| Participant deferral / active EE | $2,500 | $6,350-60.6% | $5,630-55.6% | $6,730-62.9% |
| Admin fee / account holder | $265 | $18,654-98.6% | $16,006-98.3% | $14,365-98.2% |