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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 | $54,944 | $202,440-72.9% | $169,390-67.6% | $139,466-60.6% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 23.33% | 532.36%-509.0pp | 406.07%-382.7pp | 373.66%-350.3pp |
| Employer contribution / active EE | $1,867 | $4,693-60.2% | $4,013-53.5% | $4,754-60.7% |
| Participant deferral / active EE | $8,084 | $6,940+16.5% | $6,222+29.9% | $6,712+20.4% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |