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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 | $60,422 | $185,312-67.4% | $161,489-62.6% | $154,746-61.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.92% | 103.84%-81.9pp | 89.72%-67.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $1,883 | $4,769-60.5% | $4,268-55.9% | $4,379-57.0% |
| Participant deferral / active EE | $4,821 | $6,350-24.1% | $5,630-14.4% | $6,730-28.4% |
| Admin fee / account holder | $283 | $18,654-98.5% | $16,006-98.2% | $14,365-98.0% |