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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 | $40,464 | $202,342-80.0% | $172,753-76.6% | $152,909-73.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 22.79% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $3,373 | $5,857-42.4% | $5,144-34.4% | $4,764-29.2% |
| Participant deferral / active EE | $8,940 | $5,948+50.3% | $5,198+72.0% | $5,851+52.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |