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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 | $62,775 | $183,592-65.8% | $155,574-59.6% | $145,877-57.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.70% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,622 | $5,317-69.5% | $4,676-65.3% | $4,663-65.2% |
| Participant deferral / active EE | $11,202 | $6,466+73.2% | $5,629+99.0% | $6,691+67.4% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |