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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 | $78,041 | $111,535-30.0% | $105,223-25.8% | $137,256-43.1% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 23.26% | 237.85%-214.6pp | 180.65%-157.4pp | 220.34%-197.1pp |
| Employer contribution / active EE | $4,150 | $3,939+5.4% | $3,689+12.5% | $4,156-0.1% |
| Participant deferral / active EE | $15,667 | $5,500+184.9% | $5,072+208.9% | $6,407+144.5% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |