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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 | $69,378 | $183,516-62.2% | $155,534-55.4% | $145,884-52.4% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 16.52% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $3,169 | $5,315-40.4% | $4,675-32.2% | $4,662-32.0% |
| Participant deferral / active EE | $6,435 | $6,467-0.5% | $5,630+14.3% | $6,690-3.8% |
| Admin fee / account holder | $207 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |