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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 | $54,384 | $185,312-70.7% | $161,489-66.3% | $154,746-64.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 25.83% | 103.84%-78.0pp | 89.72%-63.9pp | 172.34%-146.5pp |
| Employer contribution / active EE | $5,666 | $4,769+18.8% | $4,268+32.7% | $4,379+29.4% |
| Participant deferral / active EE | $7,356 | $6,350+15.9% | $5,630+30.7% | $6,730+9.3% |
| Admin fee / account holder | $218 | $18,654-98.8% | $16,006-98.6% | $14,365-98.5% |