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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 | $78,773 | $142,354-44.7% | $125,529-37.2% | $155,188-49.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 74.7%-34.7pp | 80.8%-40.8pp |
| Annual return | 14.05% | 306.06%-292.0pp | 202.56%-188.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $934 | $3,501-73.3% | $3,058-69.4% | $4,248-78.0% |
| Participant deferral / active EE | $6,365 | $5,491+15.9% | $4,813+32.3% | $6,531-2.5% |
| Admin fee / account holder | $272 | $19,392-98.6% | $16,298-98.3% | $14,480-98.1% |