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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 | $39,978 | $185,312-78.4% | $161,489-75.2% | $154,746-74.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 22.61% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $2,982 | $4,769-37.5% | $4,268-30.1% | $4,379-31.9% |
| Participant deferral / active EE | $8,408 | $6,350+32.4% | $5,630+49.4% | $6,730+24.9% |
| Admin fee / account holder | $92 | $18,654-99.5% | $16,006-99.4% | $14,365-99.4% |