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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 | $129,495 | $156,398-17.2% | $147,318-12.1% | $138,895-6.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 14.00% | 78.75%-64.7pp | 70.43%-56.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,130 | $8,237-62.0% | $7,906-60.4% | $6,396-51.1% |
| Admin fee / account holder | $17 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |