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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 | $115,305 | $185,312-37.8% | $161,489-28.6% | $154,746-25.5% |
| Participation rate | 30.0% | 82.5%-52.5pp | 78.7%-48.7pp | 80.7%-50.7pp |
| Annual return | 20.60% | 103.84%-83.2pp | 89.72%-69.1pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,047 | $4,769-78.1% | $4,268-75.5% | $4,379-76.1% |
| Participant deferral / active EE | $4,578 | $6,350-27.9% | $5,630-18.7% | $6,730-32.0% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |