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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 | $110,247 | $160,040-31.1% | $147,096-25.1% | $145,877-24.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 24.56% | 98.49%-73.9pp | 419.75%-395.2pp | 551.28%-526.7pp |
| Employer contribution / active EE | $3,290 | $5,289-37.8% | $4,936-33.3% | $4,663-29.4% |
| Participant deferral / active EE | $16,687 | $8,429+98.0% | $8,071+106.8% | $6,691+149.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |