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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 | $174,379-21.3% | $152,093-9.8% | $138,895-1.2% |
| Participation rate | 20.0% | 81.6%-61.6pp | 77.8%-57.8pp | 79.9%-59.9pp |
| Annual return | 11.77% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.6pp |
| Employer contribution / active EE | $2,652 | $4,652-43.0% | $4,175-36.5% | $4,194-36.8% |
| Participant deferral / active EE | $14,100 | $6,159+128.9% | $5,451+158.6% | $6,396+120.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |