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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 | $71,742 | $223,823-67.9% | $211,142-66.0% | $154,746-53.6% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 24.14% | 50.39%-26.3pp | 46.84%-22.7pp | 172.34%-148.2pp |
| Employer contribution / active EE | $12,700 | $6,787+87.1% | $6,442+97.1% | $4,379+190.0% |
| Participant deferral / active EE | $10,505 | $9,750+7.7% | $9,284+13.1% | $6,730+56.1% |
| Admin fee / account holder | $78 | $19,707-99.6% | $19,076-99.6% | $14,365-99.5% |