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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 | $29,697 | $165,399-82.0% | $149,745-80.2% | $158,982-81.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 29.89% | 348.34%-318.4pp | 276.72%-246.8pp | 302.99%-273.1pp |
| Employer contribution / active EE | $4,014 | $5,105-21.4% | $4,646-13.6% | $4,763-15.7% |
| Participant deferral / active EE | $9,095 | $7,183+26.6% | $6,843+32.9% | $5,983+52.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |