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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 | $143,845 | $172,111-16.4% | $150,298-4.3% | $137,256+4.8% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 16.04% | 69.37%-53.3pp | 62.79%-46.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,852 | $4,636-38.5% | $4,154-31.3% | $4,156-31.4% |
| Participant deferral / active EE | $13,366 | $6,166+116.8% | $5,453+145.1% | $6,407+108.6% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |