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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 | $79,861 | $185,312-56.9% | $161,489-50.5% | $154,746-48.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 28.73% | 103.84%-75.1pp | 89.72%-61.0pp | 172.34%-143.6pp |
| Employer contribution / active EE | $17,036 | $4,769+257.2% | $4,268+299.1% | $4,379+289.0% |
| Participant deferral / active EE | $15,667 | $6,350+146.7% | $5,630+178.3% | $6,730+132.8% |
| Admin fee / account holder | $95 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |