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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 | $24,244 | $115,796-79.1% | $101,264-76.1% | $158,950-84.7% |
| Participation rate | 65.0% | 79.4%-14.4pp | 75.8%-10.8pp | 82.0%-17.0pp |
| Annual return | 58.56% | 56.15%+2.4pp | 46.48%+12.1pp | 302.91%-244.4pp |
| Employer contribution / active EE | $2,112 | $4,175-49.4% | $3,660-42.3% | $4,762-55.6% |
| Participant deferral / active EE | $7,910 | $4,958+59.5% | $4,370+81.0% | $5,983+32.2% |
| Admin fee / account holder | $27 | $7,247-99.6% | $5,947-99.5% | $11,248-99.8% |