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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 | $102,727 | $185,312-44.6% | $161,489-36.4% | $154,746-33.6% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 19.34% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,512 | $4,769-68.3% | $4,268-64.6% | $4,379-65.5% |
| Participant deferral / active EE | $5,380 | $6,350-15.3% | $5,630-4.4% | $6,730-20.1% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |