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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 | $74,796 | $90,486-17.3% | $78,676-4.9% | $273,972-72.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 8.25% | 75.62%-67.4pp | 62.19%-53.9pp | 41.46%-33.2pp |
| Employer contribution / active EE | $5,319 | $3,175+67.5% | $2,850+86.6% | $4,869+9.2% |
| Participant deferral / active EE | $10,500 | $3,901+169.1% | $3,517+198.6% | $5,287+98.6% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |