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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 | $174,379-82.3% | $152,093-79.7% | $138,895-77.7% |
| Participation rate | 25.0% | 81.6%-56.6pp | 77.8%-52.8pp | 79.9%-54.9pp |
| Annual return | 20.03% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.4pp |
| Employer contribution / active EE | $5,853 | $4,652+25.8% | $4,175+40.2% | $4,194+39.5% |
| Participant deferral / active EE | $12,520 | $6,159+103.3% | $5,451+129.7% | $6,396+95.7% |
| Admin fee / account holder | $43 | $16,880-99.7% | $14,497-99.7% | $12,562-99.7% |