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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 | $95,582 | $183,627-47.9% | $155,602-38.6% | $145,978-34.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.57% | 61.32%-49.7pp | 64.81%-53.2pp | 550.52%-538.9pp |
| Employer contribution / active EE | $2,605 | $5,316-51.0% | $4,675-44.3% | $4,662-44.1% |
| Participant deferral / active EE | $7,223 | $6,466+11.7% | $5,629+28.3% | $6,690+8.0% |
| Admin fee / account holder | $6 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |