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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 | $69,705 | $156,398-55.4% | $147,318-52.7% | $138,895-49.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 18.83% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,479 | $4,853-69.5% | $4,593-67.8% | $4,194-64.7% |
| Participant deferral / active EE | $7,341 | $8,237-10.9% | $7,906-7.2% | $6,396+14.8% |
| Admin fee / account holder | $138 | $14,976-99.1% | $13,708-99.0% | $12,562-98.9% |