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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 | $68,238 | $148,623-54.1% | $135,974-49.8% | $139,466-51.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 24.60% | 79.30%-54.7pp | 68.30%-43.7pp | 373.66%-349.1pp |
| Employer contribution / active EE | $3,044 | $5,246-42.0% | $4,859-37.4% | $4,754-36.0% |
| Participant deferral / active EE | $10,680 | $8,103+31.8% | $7,760+37.6% | $6,712+59.1% |
| Admin fee / account holder | $15 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |