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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 | $48,904 | $156,398-68.7% | $147,318-66.8% | $138,895-64.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.81% | 78.75%-64.9pp | 70.43%-56.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $4,383 | $4,853-9.7% | $4,593-4.6% | $4,194+4.5% |
| Participant deferral / active EE | $3,500 | $8,237-57.5% | $7,906-55.7% | $6,396-45.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |