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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 | $137,173 | $181,062-24.2% | $158,223-13.3% | $155,188-11.6% |
| Participation rate | 20.0% | 82.7%-62.7pp | 79.2%-59.2pp | 80.8%-60.8pp |
| Annual return | 11.77% | 57.39%-45.6pp | 52.09%-40.3pp | 148.84%-137.1pp |
| Employer contribution / active EE | $2,652 | $4,565-41.9% | $4,109-35.5% | $4,248-37.6% |
| Participant deferral / active EE | $14,100 | $6,134+129.9% | $5,467+157.9% | $6,531+115.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |