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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 | $169,061 | $156,398+8.1% | $147,318+14.8% | $138,895+21.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.73% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,168 | $4,853-75.9% | $4,593-74.6% | $4,194-72.2% |
| Participant deferral / active EE | $9,247 | $8,237+12.3% | $7,906+17.0% | $6,396+44.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |