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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 | $97,391 | $185,312-47.4% | $161,489-39.7% | $154,746-37.1% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 15.04% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,787 | $4,769-62.5% | $4,268-58.1% | $4,379-59.2% |
| Participant deferral / active EE | $5,913 | $6,350-6.9% | $5,630+5.0% | $6,730-12.2% |
| Admin fee / account holder | $43 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |