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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 | $98,928 | $174,379-43.3% | $152,093-35.0% | $138,895-28.8% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 13.27% | 74.86%-61.6pp | 66.36%-53.1pp | 145.39%-132.1pp |
| Employer contribution / active EE | $3,224 | $4,652-30.7% | $4,175-22.8% | $4,194-23.1% |
| Participant deferral / active EE | $8,113 | $6,159+31.7% | $5,451+48.8% | $6,396+26.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |