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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 | $75,569 | $155,555-51.4% | $146,866-48.5% | $155,188-51.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.97% | 115.41%-97.4pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,723 | $4,647-41.4% | $4,425-38.5% | $4,248-35.9% |
| Participant deferral / active EE | $2,953 | $8,044-63.3% | $7,759-61.9% | $6,531-54.8% |
| Admin fee / account holder | $104 | $14,755-99.3% | $13,620-99.2% | $14,480-99.3% |