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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 | $149,967 | $156,398-4.1% | $147,318+1.8% | $138,895+8.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 22.41% | 78.75%-56.3pp | 70.43%-48.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $953 | $4,853-80.4% | $4,593-79.3% | $4,194-77.3% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |