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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 | $171,085 | $181,062-5.5% | $158,223+8.1% | $155,188+10.2% |
| Participation rate | 33.3% | 82.7%-49.3pp | 79.2%-45.9pp | 80.8%-47.5pp |
| Annual return | 13.19% | 57.39%-44.2pp | 52.09%-38.9pp | 148.84%-135.6pp |
| Employer contribution / active EE | $935 | $4,565-79.5% | $4,109-77.3% | $4,248-78.0% |
| Participant deferral / active EE | $2,000 | $6,134-67.4% | $5,467-63.4% | $6,531-69.4% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |