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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 | $73,183 | $169,336-56.8% | $129,384-43.4% | $145,884-49.8% |
| Participation rate | 69.2% | 76.5%-7.3pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 13.54% | 14408.70%-14395.2pp | 9461.77%-9448.2pp | 551.85%-538.3pp |
| Employer contribution / active EE | $3,006 | $5,540-45.7% | $4,153-27.6% | $4,662-35.5% |
| Participant deferral / active EE | $3,236 | $4,985-35.1% | $4,166-22.3% | $6,690-51.6% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |