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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 | $162,136-25.0% | $152,301-20.1% | $154,746-21.4% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.03% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $4,560 | $4,890-6.8% | $4,624-1.4% | $4,379+4.1% |
| Participant deferral / active EE | $10,032 | $8,341+20.3% | $8,004+25.3% | $6,730+49.1% |
| Admin fee / account holder | $244 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |