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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 | $126,607 | $92,798+36.4% | $96,707+30.9% | $137,256-7.8% |
| Participation rate | 44.4% | 81.6%-37.2pp | 80.4%-35.9pp | 80.0%-35.5pp |
| Annual return | 17.17% | 31.24%-14.1pp | 34.78%-17.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,008 | $4,147-3.4% | $4,191-4.4% | $4,156-3.6% |
| Participant deferral / active EE | $6,414 | $5,877+9.1% | $5,997+6.9% | $6,407+0.1% |
| Admin fee / account holder | $15 | $7,946-99.8% | $7,503-99.8% | $12,270-99.9% |