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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 | $77,749 | $78,428-0.9% | $95,960-19.0% | $79,852-2.6% |
| Participation rate | 68.6% | 73.5%-4.9pp | 77.1%-8.5pp | 69.6%-1.1pp |
| Annual return | 17.47% | 19.37%-1.9pp | 91.63%-74.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $3,978 | $1,945+104.5% | $2,541+56.5% | $2,471+61.0% |
| Participant deferral / active EE | $9,078 | $3,440+163.9% | $4,167+117.9% | $3,740+142.7% |
| Admin fee / account holder | $192 | $5,622-96.6% | $6,797-97.2% | $5,306-96.4% |