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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 | $67,357 | $155,555-56.7% | $146,866-54.1% | $155,188-56.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 19.91% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $2,672 | $4,647-42.5% | $4,425-39.6% | $4,248-37.1% |
| Participant deferral / active EE | $4,529 | $8,044-43.7% | $7,759-41.6% | $6,531-30.7% |
| Admin fee / account holder | $76 | $14,755-99.5% | $13,620-99.4% | $14,480-99.5% |