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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 | $73,207 | $185,312-60.5% | $161,489-54.7% | $154,746-52.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.45% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $27,836 | $4,769+483.7% | $4,268+552.2% | $4,379+535.7% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $275 | $18,654-98.5% | $16,006-98.3% | $14,365-98.1% |