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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 | $58,028 | $185,312-68.7% | $161,489-64.1% | $154,746-62.5% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 19.07% | 103.84%-84.8pp | 89.72%-70.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $8,168 | $4,769+71.3% | $4,268+91.4% | $4,379+86.5% |
| Participant deferral / active EE | $3,875 | $6,350-39.0% | $5,630-31.2% | $6,730-42.4% |
| Admin fee / account holder | $20 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |