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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 | $159,978-57.6% | $147,041-53.9% | $145,978-53.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.91% | 98.36%-84.5pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $5,895 | $5,288+11.5% | $4,935+19.5% | $4,662+26.5% |
| Participant deferral / active EE | $5,571 | $8,429-33.9% | $8,071-31.0% | $6,690-16.7% |
| Admin fee / account holder | $105 | $15,053-99.3% | $13,006-99.2% | $13,400-99.2% |