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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 | $66,570 | $209,422-68.2% | $178,503-62.7% | $158,982-58.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.20% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $3,807 | $5,707-33.3% | $5,011-24.0% | $4,763-20.1% |
| Participant deferral / active EE | $9,227 | $5,955+54.9% | $5,202+77.4% | $5,983+54.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |