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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 | $55,803 | $172,111-67.6% | $150,298-62.9% | $137,256-59.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 25.65% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $9,502 | $4,636+105.0% | $4,154+128.7% | $4,156+128.6% |
| Participant deferral / active EE | $5,008 | $6,166-18.8% | $5,453-8.2% | $6,407-21.8% |
| Admin fee / account holder | $21 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |