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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 | $71,310 | $210,698-66.2% | $178,014-59.9% | $145,959-51.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.29% | 386.27%-378.0pp | 294.80%-286.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $15,875 | $4,567+247.6% | $3,950+301.9% | $4,661+240.6% |
| Participant deferral / active EE | $7,500 | $6,958+7.8% | $6,276+19.5% | $6,689+12.1% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |