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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 | $138,932 | $185,312-25.0% | $161,489-14.0% | $154,746-10.2% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.7%-32.5pp | 80.7%-34.5pp |
| Annual return | 12.61% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,623 | $4,769-66.0% | $4,268-62.0% | $4,379-62.9% |
| Participant deferral / active EE | $4,828 | $6,350-24.0% | $5,630-14.2% | $6,730-28.3% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |