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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 | $181,062-23.3% | $158,223-12.2% | $155,188-10.5% |
| Participation rate | 46.2% | 82.7%-36.5pp | 79.2%-33.0pp | 80.8%-34.6pp |
| Annual return | 12.61% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.2pp |
| Employer contribution / active EE | $1,623 | $4,565-64.4% | $4,109-60.5% | $4,248-61.8% |
| Participant deferral / active EE | $4,828 | $6,134-21.3% | $5,467-11.7% | $6,531-26.1% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |