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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 | $159,597 | $174,379-8.5% | $152,093+4.9% | $138,895+14.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 14.52% | 74.86%-60.3pp | 66.36%-51.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $10,000 | $4,652+115.0% | $4,175+139.5% | $4,194+138.4% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $188 | $16,880-98.9% | $14,497-98.7% | $12,562-98.5% |