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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 | $162,136-65.8% | $152,301-63.6% | $154,746-64.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 24.76% | 91.02%-66.3pp | 80.50%-55.7pp | 172.34%-147.6pp |
| Employer contribution / active EE | $4,500 | $4,890-8.0% | $4,624-2.7% | $4,379+2.8% |
| Participant deferral / active EE | $8,910 | $8,341+6.8% | $8,004+11.3% | $6,730+32.4% |
| Admin fee / account holder | $87 | $15,759-99.5% | $14,398-99.4% | $14,365-99.4% |