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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 | $35,278 | $144,130-75.5% | $117,861-70.1% | $147,586-76.1% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 9.34% | 531.20%-521.9pp | 335.11%-325.8pp | 578.59%-569.3pp |
| Employer contribution / active EE | $16,516 | $4,897+237.3% | $3,786+336.2% | $4,876+238.7% |
| Participant deferral / active EE | $8,194 | $5,316+54.1% | $4,482+82.8% | $5,439+50.7% |
| Admin fee / account holder | $49 | $10,887-99.5% | $8,021-99.4% | $10,886-99.5% |