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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 | $156,398-26.5% | $147,318-22.0% | $138,895-17.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.76% | 78.75%-61.0pp | 70.43%-52.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,918 | $4,853-60.5% | $4,593-58.2% | $4,194-54.3% |
| Participant deferral / active EE | $5,783 | $8,237-29.8% | $7,906-26.9% | $6,396-9.6% |
| Admin fee / account holder | $136 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |