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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 | $70,482 | $166,268-57.6% | $165,100-57.3% | $145,897-51.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 25.34% | 100.52%-75.2pp | 70.21%-44.9pp | 552.29%-526.9pp |
| Employer contribution / active EE | $5,389 | $5,284+2.0% | $4,348+23.9% | $4,663+15.6% |
| Participant deferral / active EE | $7,357 | $6,964+5.6% | $6,035+21.9% | $6,689+10.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |