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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 | $98,050 | $185,312-47.1% | $161,489-39.3% | $154,746-36.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 21.59% | 103.84%-82.3pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $5,833 | $4,769+22.3% | $4,268+36.7% | $4,379+33.2% |
| Participant deferral / active EE | $11,666 | $6,350+83.7% | $5,630+107.2% | $6,730+73.3% |
| Admin fee / account holder | $256 | $18,654-98.6% | $16,006-98.4% | $14,365-98.2% |