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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 | $35,748 | $197,637-81.9% | $177,848-79.9% | $158,982-77.5% |
| Participation rate | 41.7% | 88.5%-46.9pp | 87.7%-46.1pp | 82.0%-40.3pp |
| Annual return | 137.69% | 58.77%+78.9pp | 48.33%+89.4pp | 302.99%-165.3pp |
| Employer contribution / active EE | $9,189 | $6,698+37.2% | $5,919+55.3% | $4,763+92.9% |
| Participant deferral / active EE | $3,244 | $8,405-61.4% | $7,714-57.9% | $5,983-45.8% |
| Admin fee / account holder | $48 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |