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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 | $114,895 | $154,228-25.5% | $145,433-21.0% | $137,256-16.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,918 | $4,804-60.1% | $4,554-57.9% | $4,156-53.9% |
| Participant deferral / active EE | $5,783 | $8,216-29.6% | $7,897-26.8% | $6,407-9.7% |
| Admin fee / account holder | $136 | $14,344-99.1% | $13,129-99.0% | $12,270-98.9% |