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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 | $75,396 | $148,582-49.3% | $135,942-44.5% | $139,456-45.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 24.02% | 79.26%-55.2pp | 68.28%-44.3pp | 373.45%-349.4pp |
| Employer contribution / active EE | $3,436 | $5,245-34.5% | $4,858-29.3% | $4,753-27.7% |
| Participant deferral / active EE | $7,931 | $8,101-2.1% | $7,759+2.2% | $6,711+18.2% |
| Admin fee / account holder | $55 | $12,402-99.6% | $10,764-99.5% | $11,407-99.5% |