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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 | $171,239 | $178,174-3.9% | $156,181+9.6% | $137,256+24.8% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 45.72% | 84.19%-38.5pp | 64.87%-19.2pp | 220.34%-174.6pp |
| Employer contribution / active EE | $3,286 | $4,972-33.9% | $4,294-23.5% | $4,156-20.9% |
| Participant deferral / active EE | $21,375 | $6,888+210.3% | $6,132+248.6% | $6,407+233.6% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |