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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 | $91,242 | $160,040-43.0% | $147,096-38.0% | $145,877-37.5% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 18.07% | 98.49%-80.4pp | 419.75%-401.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $6,881 | $5,289+30.1% | $4,936+39.4% | $4,663+47.6% |
| Participant deferral / active EE | $7,368 | $8,429-12.6% | $8,071-8.7% | $6,691+10.1% |
| Admin fee / account holder | $204 | $15,050-98.6% | $13,005-98.4% | $13,402-98.5% |