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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 | $109,288 | $175,212-37.6% | $149,682-27.0% | $139,427-21.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 17.56% | 166.63%-149.1pp | 134.35%-116.8pp | 373.27%-355.7pp |
| Employer contribution / active EE | $9,122 | $5,475+66.6% | $4,818+89.3% | $4,752+92.0% |
| Participant deferral / active EE | $3,538 | $6,520-45.7% | $5,681-37.7% | $6,711-47.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |