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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 | $137,288 | $136,860+0.3% | $120,344+14.1% | $154,746-11.3% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.7%-36.7pp | 80.7%-40.7pp |
| Annual return | 19.18% | 21.38%-2.2pp | 20.30%-1.1pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,077 | $3,533-12.9% | $3,020+1.9% | $4,379-29.7% |
| Participant deferral / active EE | $3,954 | $5,793-31.7% | $5,135-23.0% | $6,730-41.2% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |