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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 | $77,240 | $148,582-48.0% | $135,942-43.2% | $139,456-44.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 20.82% | 79.26%-58.4pp | 68.28%-47.5pp | 373.45%-352.6pp |
| Employer contribution / active EE | $5,338 | $5,245+1.8% | $4,858+9.9% | $4,753+12.3% |
| Participant deferral / active EE | $6,017 | $8,101-25.7% | $7,759-22.5% | $6,711-10.3% |
| Admin fee / account holder | $96 | $12,402-99.2% | $10,764-99.1% | $11,407-99.2% |