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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 | $109,227 | $201,344-45.8% | $184,243-40.7% | $145,877-25.1% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.26% | 29.01%-11.7pp | 28.82%-11.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $5,437 | $7,022-22.6% | $6,427-15.4% | $4,663+16.6% |
| Participant deferral / active EE | $10,815 | $9,807+10.3% | $9,132+18.4% | $6,691+61.6% |
| Admin fee / account holder | $78 | $16,382-99.5% | $13,914-99.4% | $13,402-99.4% |