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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 | $36,309 | $162,136-77.6% | $152,301-76.2% | $154,746-76.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 22.55% | 91.02%-68.5pp | 80.50%-58.0pp | 172.34%-149.8pp |
| Employer contribution / active EE | $1,798 | $4,890-63.2% | $4,624-61.1% | $4,379-59.0% |
| Participant deferral / active EE | $8,292 | $8,341-0.6% | $8,004+3.6% | $6,730+23.2% |
| Admin fee / account holder | $81 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |