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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 | $156,119 | $114,119+36.8% | $107,187+45.7% | $138,895+12.4% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 79.9%-14.9pp |
| Annual return | 21.76% | 273.21%-251.4pp | 204.55%-182.8pp | 145.39%-123.6pp |
| Employer contribution / active EE | $2,008 | $4,059-50.5% | $3,782-46.9% | $4,194-52.1% |
| Participant deferral / active EE | $7,424 | $5,538+34.1% | $5,096+45.7% | $6,396+16.1% |
| Admin fee / account holder | $172 | $10,024-98.3% | $9,162-98.1% | $12,562-98.6% |