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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 | $42,799 | $162,136-73.6% | $152,301-71.9% | $154,746-72.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 22.57% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,072 | $4,890-57.6% | $4,624-55.2% | $4,379-52.7% |
| Participant deferral / active EE | $5,768 | $8,341-30.9% | $8,004-27.9% | $6,730-14.3% |
| Admin fee / account holder | $81 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |