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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 | $61,259 | $183,592-66.6% | $155,574-60.6% | $145,877-58.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.76% | 61.37%-48.6pp | 64.87%-52.1pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,486 | $5,317-72.1% | $4,676-68.2% | $4,663-68.1% |
| Participant deferral / active EE | $6,975 | $6,466+7.9% | $5,629+23.9% | $6,691+4.3% |
| Admin fee / account holder | $70 | $19,316-99.6% | $15,914-99.6% | $13,402-99.5% |