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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 | $25,437 | $162,136-84.3% | $152,301-83.3% | $154,746-83.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 42.62% | 91.02%-48.4pp | 80.50%-37.9pp | 172.34%-129.7pp |
| Employer contribution / active EE | $7,299 | $4,890+49.3% | $4,624+57.8% | $4,379+66.7% |
| Participant deferral / active EE | $3,361 | $8,341-59.7% | $8,004-58.0% | $6,730-50.1% |
| Admin fee / account holder | $33 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |