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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 | $119,775 | $135,956-11.9% | $123,894-3.3% | $273,972-56.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.38% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $10,485 | $5,170+102.8% | $4,617+127.1% | $4,869+115.4% |
| Participant deferral / active EE | $11,483 | $6,343+81.0% | $5,984+91.9% | $5,287+117.2% |
| Admin fee / account holder | $113 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |