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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 | $96,747 | $176,077-45.1% | $159,455-39.3% | $167,518-42.2% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 17.71% | 331.83%-314.1pp | 263.63%-245.9pp | 478.71%-461.0pp |
| Employer contribution / active EE | $6,684 | $5,298+26.2% | $4,830+38.4% | $4,838+38.1% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $118 | $12,556-99.1% | $10,800-98.9% | $12,312-99.0% |