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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 | $166,728 | $181,062-7.9% | $158,223+5.4% | $155,188+7.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 16.52% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,283 | $4,565-71.9% | $4,109-68.8% | $4,248-69.8% |
| Participant deferral / active EE | $2,585 | $6,134-57.9% | $5,467-52.7% | $6,531-60.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |