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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 | $86,669 | $183,539-52.8% | $155,556-44.3% | $145,897-40.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.87% | 61.31%-47.4pp | 64.84%-51.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,719 | $5,315-67.7% | $4,675-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $5,827 | $6,467-9.9% | $5,631+3.5% | $6,689-12.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |