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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 | $128,274 | $175,231-26.8% | $149,696-14.3% | $139,466-8.0% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 34.84% | 166.77%-131.9pp | 134.46%-99.6pp | 373.66%-338.8pp |
| Employer contribution / active EE | $1,624 | $5,478-70.4% | $4,821-66.3% | $4,754-65.8% |
| Participant deferral / active EE | $4,533 | $6,521-30.5% | $5,682-20.2% | $6,712-32.5% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |