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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 | $54,930 | $154,228-64.4% | $145,433-62.2% | $137,256-60.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.49% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,224 | $4,804-53.7% | $4,554-51.2% | $4,156-46.5% |
| Participant deferral / active EE | $5,033 | $8,216-38.7% | $7,897-36.3% | $6,407-21.4% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |