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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 | $75,671 | $209,425-63.9% | $178,499-57.6% | $158,966-52.4% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 25.23% | 188.80%-163.6pp | 151.10%-125.9pp | 302.95%-277.7pp |
| Employer contribution / active EE | $7,819 | $5,707+37.0% | $5,011+56.0% | $4,762+64.2% |
| Participant deferral / active EE | $7,661 | $5,955+28.6% | $5,202+47.3% | $5,983+28.0% |
| Admin fee / account holder | $292 | $17,078-98.3% | $13,986-97.9% | $11,250-97.4% |