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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 | $67,617 | $185,312-63.5% | $161,489-58.1% | $154,746-56.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 17.89% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,078 | $4,769-77.4% | $4,268-74.7% | $4,379-75.4% |
| Participant deferral / active EE | $1,998 | $6,350-68.5% | $5,630-64.5% | $6,730-70.3% |
| Admin fee / account holder | $144 | $18,654-99.2% | $16,006-99.1% | $14,365-99.0% |