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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 | $116,393 | $197,603-41.1% | $177,827-34.5% | $158,950-26.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 20.56% | 58.76%-38.2pp | 48.32%-27.8pp | 302.91%-282.3pp |
| Employer contribution / active EE | $5,600 | $6,698-16.4% | $5,918-5.4% | $4,762+17.6% |
| Participant deferral / active EE | $9,500 | $8,404+13.0% | $7,713+23.2% | $5,983+58.8% |
| Admin fee / account holder | $15 | $15,402-99.9% | $12,429-99.9% | $11,248-99.9% |