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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 | $63,414 | $162,136-60.9% | $152,301-58.4% | $154,746-59.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 29.31% | 91.02%-61.7pp | 80.50%-51.2pp | 172.34%-143.0pp |
| Employer contribution / active EE | $1,400 | $4,890-71.4% | $4,624-69.7% | $4,379-68.0% |
| Participant deferral / active EE | $11,900 | $8,341+42.7% | $8,004+48.7% | $6,730+76.8% |
| Admin fee / account holder | $98 | $15,759-99.4% | $14,398-99.3% | $14,365-99.3% |