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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 | $36,109 | $106,918-66.2% | $84,021-57.0% | $152,897-76.4% |
| Participation rate | 25.0% | 75.2%-50.2pp | 69.0%-44.0pp | 82.5%-57.5pp |
| Annual return | 28.51% | 105.01%-76.5pp | 71.32%-42.8pp | 345.43%-316.9pp |
| Employer contribution / active EE | $3,039 | $2,735+11.1% | $1,984+53.2% | $4,764-36.2% |
| Participant deferral / active EE | $5,222 | $4,012+30.1% | $3,239+61.2% | $5,851-10.8% |
| Admin fee / account holder | $257 | $8,288-96.9% | $6,102-95.8% | $11,599-97.8% |