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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 | $53,671 | $209,336-74.4% | $197,124-72.8% | $137,256-60.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 35.23% | 48.09%-12.9pp | 44.34%-9.1pp | 220.34%-185.1pp |
| Employer contribution / active EE | $8,333 | $6,591+26.4% | $6,227+33.8% | $4,156+100.5% |
| Participant deferral / active EE | $8,983 | $9,614-6.6% | $9,135-1.7% | $6,407+40.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |