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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 | $172,111-20.3% | $150,298-8.7% | $137,256-0.1% |
| Participation rate | 20.0% | 81.7%-61.7pp | 77.8%-57.8pp | 80.0%-60.0pp |
| Annual return | 11.77% | 69.37%-57.6pp | 62.79%-51.0pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,652 | $4,636-42.8% | $4,154-36.2% | $4,156-36.2% |
| Participant deferral / active EE | $14,100 | $6,166+128.7% | $5,453+158.6% | $6,407+120.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |