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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 | $66,384 | $183,516-63.8% | $155,534-57.3% | $145,884-54.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 17.98% | 61.43%-43.4pp | 64.92%-46.9pp | 551.85%-533.9pp |
| Employer contribution / active EE | $2,333 | $5,315-56.1% | $4,675-50.1% | $4,662-50.0% |
| Participant deferral / active EE | $10,743 | $6,467+66.1% | $5,630+90.8% | $6,690+60.6% |
| Admin fee / account holder | $157 | $19,293-99.2% | $15,900-99.0% | $13,392-98.8% |