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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 | $155,555-55.2% | $146,866-52.5% | $155,188-55.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 18.83% | 115.41%-96.6pp | 102.85%-84.0pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,479 | $4,647-68.2% | $4,425-66.6% | $4,248-65.2% |
| Participant deferral / active EE | $7,341 | $8,044-8.7% | $7,759-5.4% | $6,531+12.4% |
| Admin fee / account holder | $138 | $14,755-99.1% | $13,620-99.0% | $14,480-99.0% |