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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 | $116,016 | $185,312-37.4% | $161,489-28.2% | $154,746-25.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 20.41% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,366 | $4,769-50.4% | $4,268-44.6% | $4,379-46.0% |
| Participant deferral / active EE | $9,980 | $6,350+57.2% | $5,630+77.3% | $6,730+48.3% |
| Admin fee / account holder | $18 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |