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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 | $185,312-26.0% | $161,489-15.1% | $154,746-11.4% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.7%-58.7pp | 80.7%-60.7pp |
| Annual return | 11.77% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $2,652 | $4,769-44.4% | $4,268-37.9% | $4,379-39.4% |
| Participant deferral / active EE | $14,100 | $6,350+122.1% | $5,630+150.5% | $6,730+109.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |