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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 | $44,610 | $217,432-79.5% | $185,851-76.0% | $167,553-73.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.66% | 148.43%-138.8pp | 122.11%-112.4pp | 478.89%-469.2pp |
| Employer contribution / active EE | $13,647 | $5,874+132.3% | $5,168+164.0% | $4,840+182.0% |
| Participant deferral / active EE | $8,667 | $6,357+36.3% | $5,569+55.6% | $6,343+36.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |