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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 | $99,008 | $154,228-35.8% | $145,433-31.9% | $137,256-27.9% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 22.81% | 74.59%-51.8pp | 66.58%-43.8pp | 220.34%-197.5pp |
| Employer contribution / active EE | $5,303 | $4,804+10.4% | $4,554+16.4% | $4,156+27.6% |
| Participant deferral / active EE | $12,974 | $8,216+57.9% | $7,897+64.3% | $6,407+102.5% |
| Admin fee / account holder | $231 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |