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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 | $162,136-59.0% | $152,301-56.3% | $154,746-57.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 21.00% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,060 | $4,890-57.9% | $4,624-55.5% | $4,379-53.0% |
| Participant deferral / active EE | $7,382 | $8,341-11.5% | $8,004-7.8% | $6,730+9.7% |
| Admin fee / account holder | $126 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |