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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 | $147,681 | $174,379-15.3% | $152,093-2.9% | $138,895+6.3% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.51% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,682 | $4,652-63.8% | $4,175-59.7% | $4,194-59.9% |
| Participant deferral / active EE | $6,996 | $6,159+13.6% | $5,451+28.3% | $6,396+9.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |