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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 | $39,944 | $125,778-68.2% | $114,563-65.1% | $154,746-74.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 20.13% | 295.14%-275.0pp | 241.09%-221.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,421 | $2,806-13.7% | $2,592-6.6% | $4,379-44.7% |
| Participant deferral / active EE | $5,273 | $4,445+18.6% | $4,142+27.3% | $6,730-21.7% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |