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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 | $67,824 | $160,040-57.6% | $147,096-53.9% | $145,877-53.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.91% | 98.49%-84.6pp | 419.75%-405.8pp | 551.28%-537.4pp |
| Employer contribution / active EE | $5,895 | $5,289+11.4% | $4,936+19.4% | $4,663+26.4% |
| Participant deferral / active EE | $5,571 | $8,429-33.9% | $8,071-31.0% | $6,691-16.7% |
| Admin fee / account holder | $105 | $15,050-99.3% | $13,005-99.2% | $13,402-99.2% |