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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 | $121,346 | $165,399-26.6% | $149,745-19.0% | $158,982-23.7% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 12.96% | 348.34%-335.4pp | 276.72%-263.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $7,978 | $5,105+56.3% | $4,646+71.7% | $4,763+67.5% |
| Participant deferral / active EE | $5,619 | $7,183-21.8% | $6,843-17.9% | $5,983-6.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |