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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 | $74,493 | $107,368-30.6% | $92,915-19.8% | $152,909-51.3% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 29.22% | 145.64%-116.4pp | 109.45%-80.2pp | 345.46%-316.2pp |
| Employer contribution / active EE | $2,840 | $4,222-32.7% | $3,653-22.3% | $4,764-40.4% |
| Participant deferral / active EE | $12,667 | $4,848+161.3% | $4,238+198.9% | $5,851+116.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |