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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 | $87,416 | $172,111-49.2% | $150,298-41.8% | $137,256-36.3% |
| Participation rate | 38.9% | 81.7%-42.8pp | 77.8%-38.9pp | 80.0%-41.1pp |
| Annual return | 23.73% | 69.37%-45.6pp | 62.79%-39.1pp | 220.34%-196.6pp |
| Employer contribution / active EE | $4,471 | $4,636-3.6% | $4,154+7.6% | $4,156+7.6% |
| Participant deferral / active EE | $5,878 | $6,166-4.7% | $5,453+7.8% | $6,407-8.3% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |