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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 | $56,276 | $175,231-67.9% | $149,696-62.4% | $139,466-59.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 24.77% | 166.77%-142.0pp | 134.46%-109.7pp | 373.66%-348.9pp |
| Employer contribution / active EE | $7,184 | $5,478+31.1% | $4,821+49.0% | $4,754+51.1% |
| Participant deferral / active EE | $14,442 | $6,521+121.5% | $5,682+154.2% | $6,712+115.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |