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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 | $141,635 | $154,228-8.2% | $145,433-2.6% | $137,256+3.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.48% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,451 | $4,804-28.2% | $4,554-24.2% | $4,156-17.0% |
| Participant deferral / active EE | $8,272 | $8,216+0.7% | $7,897+4.7% | $6,407+29.1% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |