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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 | $167,559 | $156,398+7.1% | $147,318+13.7% | $138,895+20.6% |
| Participation rate | 58.3% | 83.8%-25.4pp | 82.1%-23.7pp | 79.9%-21.6pp |
| Annual return | 14.12% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,574 | $4,853-47.0% | $4,593-44.0% | $4,194-38.6% |
| Participant deferral / active EE | $8,307 | $8,237+0.8% | $7,906+5.1% | $6,396+29.9% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |