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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 | $65,739 | $160,070-58.9% | $147,117-55.3% | $145,897-54.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.46% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $6,459 | $5,285+22.2% | $4,932+30.9% | $4,663+38.5% |
| Participant deferral / active EE | $10,811 | $8,419+28.4% | $8,065+34.0% | $6,689+61.6% |
| Admin fee / account holder | $109 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |