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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 | $66,541 | $154,228-56.9% | $145,433-54.2% | $137,256-51.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 21.00% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,060 | $4,804-57.1% | $4,554-54.8% | $4,156-50.4% |
| Participant deferral / active EE | $7,382 | $8,216-10.2% | $7,897-6.5% | $6,407+15.2% |
| Admin fee / account holder | $126 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |