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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 | $75,150 | $162,136-53.6% | $152,301-50.7% | $154,746-51.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 20.74% | 91.02%-70.3pp | 80.50%-59.8pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,120 | $4,890-56.6% | $4,624-54.1% | $4,379-51.6% |
| Participant deferral / active EE | $4,319 | $8,341-48.2% | $8,004-46.0% | $6,730-35.8% |
| Admin fee / account holder | $171 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |