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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 | $66,457 | $162,136-59.0% | $152,301-56.4% | $154,746-57.1% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 53.55% | 91.02%-37.5pp | 80.50%-26.9pp | 172.34%-118.8pp |
| Employer contribution / active EE | $1,695 | $4,890-65.3% | $4,624-63.3% | $4,379-61.3% |
| Participant deferral / active EE | $4,913 | $8,341-41.1% | $8,004-38.6% | $6,730-27.0% |
| Admin fee / account holder | $17 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |