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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 | $73,456 | $185,312-60.4% | $161,489-54.5% | $154,746-52.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.35% | 103.84%-85.5pp | 89.72%-71.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,541 | $4,769-46.7% | $4,268-40.5% | $4,379-42.0% |
| Participant deferral / active EE | $12,016 | $6,350+89.2% | $5,630+113.4% | $6,730+78.5% |
| Admin fee / account holder | $202 | $18,654-98.9% | $16,006-98.7% | $14,365-98.6% |