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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 | $101,567 | $174,379-41.8% | $152,093-33.2% | $138,895-26.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 21.44% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,564 | $4,652-66.4% | $4,175-62.5% | $4,194-62.7% |
| Participant deferral / active EE | $9,040 | $6,159+46.8% | $5,451+65.8% | $6,396+41.3% |
| Admin fee / account holder | $83 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |