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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 | $25,352 | $148,623-82.9% | $135,974-81.4% | $139,466-81.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 56.80% | 79.30%-22.5pp | 68.30%-11.5pp | 373.66%-316.9pp |
| Employer contribution / active EE | $7,238 | $5,246+38.0% | $4,859+49.0% | $4,754+52.2% |
| Participant deferral / active EE | $7,238 | $8,103-10.7% | $7,760-6.7% | $6,712+7.8% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |