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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 | $174,379+4.4% | $152,093+19.7% | $138,895+31.0% |
| Participation rate | 11.8% | 81.6%-69.9pp | 77.8%-66.0pp | 79.9%-68.2pp |
| Annual return | 19.68% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.7pp |
| Employer contribution / active EE | $891 | $4,652-80.8% | $4,175-78.6% | $4,194-78.7% |
| Participant deferral / active EE | $2,765 | $6,159-55.1% | $5,451-49.3% | $6,396-56.8% |
| Admin fee / account holder | $31 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |