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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 | $124,425+10.3% | $112,040+22.5% | $137,2560% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.5%-36.5pp | 80.0%-40.0pp |
| Annual return | 19.18% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,077 | $3,411-9.8% | $2,954+4.2% | $4,156-26.0% |
| Participant deferral / active EE | $3,954 | $5,718-30.9% | $5,098-22.4% | $6,407-38.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |