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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 | $58,826 | $183,592-68.0% | $155,574-62.2% | $145,877-59.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.88% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $4,805 | $5,317-9.6% | $4,676+2.8% | $4,663+3.0% |
| Participant deferral / active EE | $8,323 | $6,466+28.7% | $5,629+47.9% | $6,691+24.4% |
| Admin fee / account holder | $221 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |