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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 | $77,764 | $156,398-50.3% | $147,318-47.2% | $138,895-44.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.90% | 78.75%-60.9pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $4,199 | $4,853-13.5% | $4,593-8.6% | $4,194+0.1% |
| Participant deferral / active EE | $4,199 | $8,237-49.0% | $7,906-46.9% | $6,396-34.4% |
| Admin fee / account holder | $158 | $14,976-98.9% | $13,708-98.8% | $12,562-98.7% |