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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 | $55,508 | $154,228-64.0% | $145,433-61.8% | $137,256-59.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 24.76% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.6pp |
| Employer contribution / active EE | $4,500 | $4,804-6.3% | $4,554-1.2% | $4,156+8.3% |
| Participant deferral / active EE | $8,910 | $8,216+8.4% | $7,897+12.8% | $6,407+39.1% |
| Admin fee / account holder | $87 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |