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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 | $122,031 | $162,136-24.7% | $152,301-19.9% | $154,746-21.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 17.00% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $10,302 | $4,890+110.7% | $4,624+122.8% | $4,379+135.3% |
| Participant deferral / active EE | $6,691 | $8,341-19.8% | $8,004-16.4% | $6,730-0.6% |
| Admin fee / account holder | $231 | $15,759-98.5% | $14,398-98.4% | $14,365-98.4% |