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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 | $156,398-18.6% | $147,318-13.6% | $138,895-8.3% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.5pp | 79.9%-24.4pp |
| Annual return | 18.02% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,488 | $4,853-48.7% | $4,593-45.8% | $4,194-40.7% |
| Participant deferral / active EE | $4,890 | $8,237-40.6% | $7,906-38.2% | $6,396-23.6% |
| Admin fee / account holder | $212 | $14,976-98.6% | $13,708-98.5% | $12,562-98.3% |