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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 | $137,116 | $155,555-11.9% | $146,866-6.6% | $155,188-11.6% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 14.68% | 115.41%-100.7pp | 102.85%-88.2pp | 148.84%-134.2pp |
| Employer contribution / active EE | $1,955 | $4,647-57.9% | $4,425-55.8% | $4,248-54.0% |
| Participant deferral / active EE | $5,079 | $8,044-36.9% | $7,759-34.5% | $6,531-22.2% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |