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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 | $119,816 | $156,398-23.4% | $147,318-18.7% | $138,895-13.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 17.02% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $1,885 | $4,853-61.2% | $4,593-59.0% | $4,194-55.1% |
| Participant deferral / active EE | $3,328 | $8,237-59.6% | $7,906-57.9% | $6,396-48.0% |
| Admin fee / account holder | $12 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |