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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 | $69,145 | $185,312-62.7% | $161,489-57.2% | $154,746-55.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.59% | 103.84%-82.3pp | 89.72%-68.1pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,851 | $4,769-61.2% | $4,268-56.6% | $4,379-57.7% |
| Participant deferral / active EE | $5,829 | $6,350-8.2% | $5,630+3.5% | $6,730-13.4% |
| Admin fee / account holder | $33 | $18,654-99.8% | $16,006-99.8% | $14,365-99.8% |