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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 | $138,239 | $154,228-10.4% | $145,433-4.9% | $137,256+0.7% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 14.94% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,140 | $4,804-76.3% | $4,554-75.0% | $4,156-72.6% |
| Participant deferral / active EE | $4,908 | $8,216-40.3% | $7,897-37.9% | $6,407-23.4% |
| Admin fee / account holder | $2 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |