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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 | $172,111-82.0% | $150,298-79.4% | $137,256-77.5% |
| Participation rate | 25.0% | 81.7%-56.7pp | 77.8%-52.8pp | 80.0%-55.0pp |
| Annual return | 20.03% | 69.37%-49.3pp | 62.79%-42.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $5,853 | $4,636+26.2% | $4,154+40.9% | $4,156+40.8% |
| Participant deferral / active EE | $12,520 | $6,166+103.1% | $5,453+129.6% | $6,407+95.4% |
| Admin fee / account holder | $43 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |