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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 | $160,070-57.6% | $147,117-53.9% | $145,897-53.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.91% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $5,895 | $5,285+11.6% | $4,932+19.5% | $4,663+26.4% |
| Participant deferral / active EE | $5,571 | $8,419-33.8% | $8,065-30.9% | $6,689-16.7% |
| Admin fee / account holder | $105 | $15,035-99.3% | $12,993-99.2% | $13,390-99.2% |