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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 | $104,978 | $162,136-35.3% | $152,301-31.1% | $154,746-32.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.09% | 91.02%-73.9pp | 80.50%-63.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $3,425 | $4,890-30.0% | $4,624-25.9% | $4,379-21.8% |
| Participant deferral / active EE | $15,667 | $8,341+87.8% | $8,004+95.7% | $6,730+132.8% |
| Admin fee / account holder | $221 | $15,759-98.6% | $14,398-98.5% | $14,365-98.5% |