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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 | $127,313 | $154,228-17.5% | $145,433-12.5% | $137,256-7.2% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 18.02% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,488 | $4,804-48.2% | $4,554-45.4% | $4,156-40.1% |
| Participant deferral / active EE | $4,890 | $8,216-40.5% | $7,897-38.1% | $6,407-23.7% |
| Admin fee / account holder | $212 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |