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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 | $126,438 | $174,379-27.5% | $152,093-16.9% | $138,895-9.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 14.61% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,331 | $4,652-49.9% | $4,175-44.2% | $4,194-44.4% |
| Participant deferral / active EE | $10,524 | $6,159+70.9% | $5,451+93.1% | $6,396+64.5% |
| Admin fee / account holder | $45 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |