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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 | $76,438 | $209,336-63.5% | $197,124-61.2% | $137,256-44.3% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 19.28% | 48.09%-28.8pp | 44.34%-25.1pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,829 | $6,591-41.9% | $6,227-38.5% | $4,156-7.9% |
| Participant deferral / active EE | $4,786 | $9,614-50.2% | $9,135-47.6% | $6,407-25.3% |
| Admin fee / account holder | $33 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |