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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 | $67,139 | $183,516-63.4% | $155,534-56.8% | $145,884-54.0% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 19.24% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $5,331 | $5,315+0.3% | $4,675+14.0% | $4,662+14.3% |
| Participant deferral / active EE | $2,674 | $6,467-58.7% | $5,630-52.5% | $6,690-60.0% |
| Admin fee / account holder | $94 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |