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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 | $88,845 | $209,874-57.7% | $189,537-53.1% | $167,536-47.0% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 16.35% | 748.61%-732.3pp | 555.34%-539.0pp | 478.82%-462.5pp |
| Employer contribution / active EE | $12,833 | $6,913+85.6% | $6,161+108.3% | $4,839+165.2% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,342+36.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |