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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 | $72,227 | $154,228-53.2% | $145,433-50.3% | $137,256-47.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 13.36% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $940 | $4,804-80.4% | $4,554-79.4% | $4,156-77.4% |
| Participant deferral / active EE | $7,050 | $8,216-14.2% | $7,897-10.7% | $6,407+10.0% |
| Admin fee / account holder | $84 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |