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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 | $156,175 | $172,111-9.3% | $150,298+3.9% | $137,256+13.8% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 12.85% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,683 | $4,636-42.1% | $4,154-35.4% | $4,156-35.5% |
| Participant deferral / active EE | $15,301 | $6,166+148.2% | $5,453+180.6% | $6,407+138.8% |
| Admin fee / account holder | $281 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |