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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 | $127,790 | $177,156-27.9% | $147,027-13.1% | $154,746-17.4% |
| Participation rate | 66.7% | 79.4%-12.7pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 19.50% | 21.94%-2.4pp | 20.23%-0.7pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,367 | $4,336-45.4% | $3,626-34.7% | $4,379-45.9% |
| Participant deferral / active EE | $4,850 | $5,797-16.3% | $4,933-1.7% | $6,730-27.9% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |