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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 | $90,851 | $97,751-7.1% | $103,447-12.2% | $145,877-37.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 17.70% | 25.43%-7.7pp | 23.92%-6.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $3,317 | $4,684-29.2% | $4,678-29.1% | $4,663-28.9% |
| Participant deferral / active EE | $7,380 | $6,603+11.8% | $6,624+11.4% | $6,691+10.3% |
| Admin fee / account holder | $64 | $12,515-99.5% | $9,415-99.3% | $13,402-99.5% |