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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 | $53,797 | $157,296-65.8% | $141,191-61.9% | $152,897-64.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 18.62% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $7,166 | $5,262+36.2% | $4,736+51.3% | $4,764+50.4% |
| Participant deferral / active EE | $7,499 | $7,111+5.5% | $6,710+11.8% | $5,851+28.2% |
| Admin fee / account holder | $258 | $12,125-97.9% | $10,264-97.5% | $11,599-97.8% |