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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 | $42,948 | $209,428-79.5% | $178,498-75.9% | $158,950-73.0% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 28.39% | 188.78%-160.4pp | 151.09%-122.7pp | 302.91%-274.5pp |
| Employer contribution / active EE | $1,593 | $5,707-72.1% | $5,011-68.2% | $4,762-66.5% |
| Participant deferral / active EE | $5,497 | $5,955-7.7% | $5,202+5.7% | $5,983-8.1% |
| Admin fee / account holder | $218 | $17,077-98.7% | $13,985-98.4% | $11,248-98.1% |