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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 | $117,775 | $185,312-36.4% | $161,489-27.1% | $154,746-23.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 16.10% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,282 | $4,769-52.1% | $4,268-46.5% | $4,379-47.9% |
| Participant deferral / active EE | $4,247 | $6,350-33.1% | $5,630-24.6% | $6,730-36.9% |
| Admin fee / account holder | $70 | $18,654-99.6% | $16,006-99.6% | $14,365-99.5% |