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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 | $74,200 | $155,555-52.3% | $146,866-49.5% | $155,188-52.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 20.97% | 115.41%-94.4pp | 102.85%-81.9pp | 148.84%-127.9pp |
| Employer contribution / active EE | $3,077 | $4,647-33.8% | $4,425-30.5% | $4,248-27.6% |
| Participant deferral / active EE | $5,941 | $8,044-26.1% | $7,759-23.4% | $6,531-9.0% |
| Admin fee / account holder | $151 | $14,755-99.0% | $13,620-98.9% | $14,480-99.0% |