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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 | $84,126 | $185,312-54.6% | $161,489-47.9% | $154,746-45.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 21.59% | 103.84%-82.2pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,028 | $4,769-78.5% | $4,268-75.9% | $4,379-76.5% |
| Participant deferral / active EE | $15,202 | $6,350+139.4% | $5,630+170.0% | $6,730+125.9% |
| Admin fee / account holder | $29 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |