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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 | $73,863 | $148,629-50.3% | $135,982-45.7% | $139,487-47.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.66% | 79.33%-58.7pp | 68.32%-47.7pp | 373.84%-353.2pp |
| Employer contribution / active EE | $1,632 | $5,247-68.9% | $4,859-66.4% | $4,755-65.7% |
| Participant deferral / active EE | $15,000 | $8,102+85.1% | $7,760+93.3% | $6,713+123.5% |
| Admin fee / account holder | $86 | $12,406-99.3% | $10,767-99.2% | $11,407-99.2% |