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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 | $162,136-54.2% | $152,301-51.3% | $154,746-52.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 20.97% | 91.02%-70.1pp | 80.50%-59.5pp | 172.34%-151.4pp |
| Employer contribution / active EE | $3,077 | $4,890-37.1% | $4,624-33.5% | $4,379-29.7% |
| Participant deferral / active EE | $5,941 | $8,341-28.8% | $8,004-25.8% | $6,730-11.7% |
| Admin fee / account holder | $151 | $15,759-99.0% | $14,398-99.0% | $14,365-98.9% |