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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 | $66,180 | $183,516-63.9% | $155,534-57.5% | $145,884-54.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 16.71% | 61.43%-44.7pp | 64.92%-48.2pp | 551.85%-535.1pp |
| Employer contribution / active EE | $4,616 | $5,315-13.2% | $4,675-1.3% | $4,662-1.0% |
| Participant deferral / active EE | $15,737 | $6,467+143.4% | $5,630+179.5% | $6,690+135.2% |
| Admin fee / account holder | $134 | $19,293-99.3% | $15,900-99.2% | $13,392-99.0% |