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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 | $65,215 | $135,956-52.0% | $123,894-47.4% | $273,972-76.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 6.81% | 56.63%-49.8pp | 47.52%-40.7pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,737 | $5,170-47.1% | $4,617-40.7% | $4,869-43.8% |
| Participant deferral / active EE | $10,835 | $6,343+70.8% | $5,984+81.1% | $5,287+104.9% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |