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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 | $181,062-55.9% | $158,223-49.5% | $155,188-48.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 28.73% | 57.39%-28.7pp | 52.09%-23.4pp | 148.84%-120.1pp |
| Employer contribution / active EE | $17,036 | $4,565+273.2% | $4,109+314.6% | $4,248+301.1% |
| Participant deferral / active EE | $15,667 | $6,134+155.4% | $5,467+186.6% | $6,531+139.9% |
| Admin fee / account holder | $95 | $18,825-99.5% | $16,047-99.4% | $14,480-99.3% |