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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 | $155,555+7.7% | $146,866+14.1% | $155,188+8.0% |
| Participation rate | 58.3% | 84.0%-25.6pp | 82.5%-24.2pp | 80.8%-22.5pp |
| Annual return | 14.12% | 115.41%-101.3pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $2,574 | $4,647-44.6% | $4,425-41.8% | $4,248-39.4% |
| Participant deferral / active EE | $8,307 | $8,044+3.3% | $7,759+7.1% | $6,531+27.2% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |