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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 | $65,950 | $185,312-64.4% | $161,489-59.2% | $154,746-57.4% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 20.48% | 103.84%-83.4pp | 89.72%-69.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,538 | $4,769-46.8% | $4,268-40.5% | $4,379-42.0% |
| Participant deferral / active EE | $4,575 | $6,350-28.0% | $5,630-18.7% | $6,730-32.0% |
| Admin fee / account holder | $289 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |