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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 | $30,950 | $185,312-83.3% | $161,489-80.8% | $154,746-80.0% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 20.03% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $5,853 | $4,769+22.7% | $4,268+37.1% | $4,379+33.7% |
| Participant deferral / active EE | $12,520 | $6,350+97.2% | $5,630+122.4% | $6,730+86.0% |
| Admin fee / account holder | $43 | $18,654-99.8% | $16,006-99.7% | $14,365-99.7% |