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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 | $154,497 | $102,609+50.6% | $98,090+57.5% | $138,895+11.2% |
| Participation rate | 53.8% | 82.8%-28.9pp | 81.5%-27.7pp | 79.9%-26.1pp |
| Annual return | 18.41% | 36.44%-18.0pp | 37.05%-18.6pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $8,600 | $8,167+5.3% | $7,845+9.6% | $6,396+34.5% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |