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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 | $79,584 | $86,288-7.8% | $111,306-28.5% | $85,851-7.3% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.7pp | 69.3%-2.7pp |
| Annual return | 14.76% | 19.99%-5.2pp | 54.67%-39.9pp | 318.63%-303.9pp |
| Employer contribution / active EE | $2,145 | $2,044+5.0% | $2,732-21.5% | $2,565-16.4% |
| Participant deferral / active EE | $4,547 | $3,641+24.9% | $4,488+1.3% | $3,952+15.0% |
| Admin fee / account holder | $91 | $8,189-98.9% | $7,966-98.9% | $6,261-98.6% |