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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 | $149,838 | $154,228-2.8% | $145,433+3.0% | $137,256+9.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $19,059 | $4,804+296.7% | $4,554+318.5% | $4,156+358.6% |
| Participant deferral / active EE | $5,222 | $8,216-36.4% | $7,897-33.9% | $6,407-18.5% |
| Admin fee / account holder | $9 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |