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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 | $133,345 | $185,312-28.0% | $161,489-17.4% | $154,746-13.8% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.58% | 103.84%-84.3pp | 89.72%-70.1pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,997 | $4,769-58.1% | $4,268-53.2% | $4,379-54.4% |
| Participant deferral / active EE | $4,433 | $6,350-30.2% | $5,630-21.3% | $6,730-34.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |