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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 | $181,992 | $172,111+5.7% | $150,298+21.1% | $137,256+32.6% |
| Participation rate | 11.8% | 81.7%-69.9pp | 77.8%-66.0pp | 80.0%-68.2pp |
| Annual return | 19.68% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $891 | $4,636-80.8% | $4,154-78.5% | $4,156-78.6% |
| Participant deferral / active EE | $2,765 | $6,166-55.2% | $5,453-49.3% | $6,407-56.8% |
| Admin fee / account holder | $31 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |