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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 | $66,632 | $156,398-57.4% | $147,318-54.8% | $138,895-52.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 47.88% | 78.75%-30.9pp | 70.43%-22.5pp | 145.39%-97.5pp |
| Employer contribution / active EE | $2,358 | $4,853-51.4% | $4,593-48.7% | $4,194-43.8% |
| Participant deferral / active EE | $12,045 | $8,237+46.2% | $7,906+52.3% | $6,396+88.3% |
| Admin fee / account holder | $156 | $14,976-99.0% | $13,708-98.9% | $12,562-98.8% |