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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 | $185,312-22.4% | $161,489-10.9% | $154,746-7.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 16.04% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,852 | $4,769-40.2% | $4,268-33.2% | $4,379-34.9% |
| Participant deferral / active EE | $13,366 | $6,350+110.5% | $5,630+137.4% | $6,730+98.6% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |