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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 | $26,855 | $175,231-84.7% | $149,696-82.1% | $139,466-80.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 18.61% | 166.77%-148.2pp | 134.46%-115.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,839 | $5,478-66.4% | $4,821-61.8% | $4,754-61.3% |
| Participant deferral / active EE | $7,248 | $6,521+11.1% | $5,682+27.6% | $6,712+8.0% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |