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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 | $162,136-14.7% | $152,301-9.2% | $154,746-10.7% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 14.94% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,140 | $4,890-76.7% | $4,624-75.3% | $4,379-74.0% |
| Participant deferral / active EE | $4,908 | $8,341-41.2% | $8,004-38.7% | $6,730-27.1% |
| Admin fee / account holder | $2 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |