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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 | $79,849 | $155,555-48.7% | $146,866-45.6% | $155,188-48.5% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 19.29% | 115.41%-96.1pp | 102.85%-83.6pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,429 | $4,647-69.2% | $4,425-67.7% | $4,248-66.4% |
| Participant deferral / active EE | $7,662 | $8,044-4.7% | $7,759-1.2% | $6,531+17.3% |
| Admin fee / account holder | $20 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |