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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 | $121,632 | $154,228-21.1% | $145,433-16.4% | $137,256-11.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 19.03% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,560 | $4,804-5.1% | $4,554+0.1% | $4,156+9.7% |
| Participant deferral / active EE | $10,032 | $8,216+22.1% | $7,897+27.0% | $6,407+56.6% |
| Admin fee / account holder | $244 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |