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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 | $25,089 | $115,917-78.4% | $100,535-75.0% | $158,982-84.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 32.42% | 34.80%-2.4pp | 30.90%+1.5pp | 302.99%-270.6pp |
| Employer contribution / active EE | $5,151 | $4,105+25.5% | $3,419+50.7% | $4,763+8.2% |
| Participant deferral / active EE | $9,572 | $6,677+43.4% | $6,271+52.6% | $5,983+60.0% |
| Admin fee / account holder | $116 | $11,002-98.9% | $8,085-98.6% | $11,252-99.0% |