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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 | $33,115 | $227,597-85.5% | $189,575-82.5% | $167,536-80.2% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 11.63% | 78.44%-66.8pp | 64.19%-52.6pp | 478.82%-467.2pp |
| Employer contribution / active EE | $3,811 | $5,316-28.3% | $4,412-13.6% | $4,839-21.2% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,342+36.6% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |