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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 | $85,268 | $226,135-62.3% | $182,558-53.3% | $152,909-44.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 18.15% | 192.60%-174.4pp | 148.59%-130.4pp | 345.46%-327.3pp |
| Employer contribution / active EE | $8,151 | $4,979+63.7% | $4,076+100.0% | $4,764+71.1% |
| Participant deferral / active EE | $5,333 | $6,371-16.3% | $5,526-3.5% | $5,851-8.9% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |