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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 | $74,017 | $228,395-67.6% | $185,861-60.2% | $158,982-53.4% |
| Participation rate | 52.6% | 82.3%-29.7pp | 78.0%-25.4pp | 82.0%-29.3pp |
| Annual return | 18.42% | 40.82%-22.4pp | 35.96%-17.5pp | 302.99%-284.6pp |
| Employer contribution / active EE | $3,019 | $4,968-39.2% | $4,088-26.2% | $4,763-36.6% |
| Participant deferral / active EE | $6,744 | $6,417+5.1% | $5,634+19.7% | $5,983+12.7% |
| Admin fee / account holder | $13 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |