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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 | $67,990 | $154,228-55.9% | $145,433-53.2% | $137,256-50.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.85% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,497 | $4,804-48.0% | $4,554-45.2% | $4,156-39.9% |
| Participant deferral / active EE | $9,171 | $8,216+11.6% | $7,897+16.1% | $6,407+43.1% |
| Admin fee / account holder | $145 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |