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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 | $71,746 | $185,312-61.3% | $161,489-55.6% | $154,746-53.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.16% | 103.84%-85.7pp | 89.72%-71.6pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,188 | $4,769-75.1% | $4,268-72.2% | $4,379-72.9% |
| Participant deferral / active EE | $5,794 | $6,350-8.8% | $5,630+2.9% | $6,730-13.9% |
| Admin fee / account holder | $106 | $18,654-99.4% | $16,006-99.3% | $14,365-99.3% |