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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 | $181,062-59.4% | $158,223-53.6% | $155,188-52.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 18.35% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $2,541 | $4,565-44.3% | $4,109-38.2% | $4,248-40.2% |
| Participant deferral / active EE | $12,016 | $6,134+95.9% | $5,467+119.8% | $6,531+84.0% |
| Admin fee / account holder | $202 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |